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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 | $20,586 | $49,199-58.2% | $121,210-83.0% | $75,177-72.6% |
| Participation rate | 28.0% | 55.4%-27.4pp | 69.5%-41.5pp | 67.2%-39.2pp |
| Annual return | 11.92% | 56.04%-44.1pp | 987.41%-975.5pp | 160.75%-148.8pp |
| Employer contribution / active EE | $237 | $1,547-84.7% | $4,171-94.3% | $2,671-91.1% |
| Participant deferral / active EE | $1,324 | $2,630-49.7% | $4,084-67.6% | $4,126-67.9% |
| Admin fee / account holder | $1,331 | $3,946-66.3% | $5,647-76.4% | $5,651-76.4% |