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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 | $53,063-55.5% | $124,206-81.0% | $82,637-71.4% |
| Participation rate | 31.1% | 58.4%-27.3pp | 69.6%-38.4pp | 68.1%-36.9pp |
| Annual return | 11.54% | 68.87%-57.3pp | 515.27%-503.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $55 | $1,530-96.4% | $3,540-98.5% | $2,552-97.9% |
| Participant deferral / active EE | $1,143 | $2,644-56.8% | $3,968-71.2% | $4,126-72.3% |
| Admin fee / account holder | $778 | $4,281-81.8% | $5,929-86.9% | $7,339-89.4% |