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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 | $23,601 | $52,353-54.9% | $120,225-80.4% | $82,448-71.4% |
| Participation rate | 31.1% | 58.3%-27.2pp | 69.6%-38.4pp | 68.1%-36.9pp |
| Annual return | 11.54% | 61.85%-50.3pp | 439.23%-427.7pp | 41.64%-30.1pp |
| Employer contribution / active EE | $55 | $1,510-96.4% | $3,475-98.4% | $2,551-97.9% |
| Participant deferral / active EE | $1,143 | $2,627-56.5% | $3,999-71.4% | $4,139-72.4% |
| Admin fee / account holder | $778 | $4,363-82.2% | $5,696-86.3% | $7,234-89.2% |