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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,209 | $49,891-55.5% | $80,607-72.4% | $75,181-70.5% |
| Participation rate | 39.0% | 55.3%-16.4pp | 67.0%-28.0pp | 67.2%-28.2pp |
| Annual return | 12.43% | 34.67%-22.2pp | 936.11%-923.7pp | 160.69%-148.3pp |
| Employer contribution / active EE | $230 | $1,698-86.5% | $2,724-91.6% | $2,671-91.4% |
| Participant deferral / active EE | $1,205 | $2,991-59.7% | $4,448-72.9% | $4,126-70.8% |
| Admin fee / account holder | $4,126 | $3,578+15.3% | $5,379-23.3% | $5,650-27.0% |