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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 | $24,053 | $69,771-65.5% | $67,524-64.4% | $74,400-67.7% |
| Participation rate | 43.3% | 71.4%-28.1pp | 72.9%-29.6pp | 67.2%-23.9pp |
| Annual return | 7.36% | -40.49%+47.9pp | 3519.41%-3512.0pp | 1367.51%-1360.1pp |
| Employer contribution / active EE | $564 | $2,710-79.2% | $2,734-79.4% | $2,624-78.5% |
| Participant deferral / active EE | $1,315 | $3,638-63.9% | $4,001-67.1% | $4,348-69.8% |
| Admin fee / account holder | $1,114 | $889+25.3% | $4,001-72.1% | $1,944-42.7% |