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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 | $24,633 | $85,766-71.3% | $136,297-81.9% | $70,131-64.9% |
| Participation rate | 60.6% | 74.2%-13.5pp | 81.9%-21.3pp | 69.5%-8.9pp |
| Annual return | 13.93% | 31.45%-17.5pp | 5156.16%-5142.2pp | 73.14%-59.2pp |
| Employer contribution / active EE | $398 | $2,966-86.6% | $4,696-91.5% | $2,342-83.0% |
| Participant deferral / active EE | $3,616 | $5,051-28.4% | $6,247-42.1% | $3,332+8.5% |
| Admin fee / account holder | $3,122 | $5,420-42.4% | $9,244-66.2% | $4,645-32.8% |