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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 | $20,242 | $95,383-78.8% | $185,837-89.1% | $85,856-76.4% |
| Participation rate | 43.5% | 68.8%-25.2pp | 81.7%-38.2pp | 69.3%-25.8pp |
| Annual return | 10.13% | 23.59%-13.5pp | 122.08%-111.9pp | 318.58%-308.5pp |
| Employer contribution / active EE | $271 | $3,313-91.8% | $5,168-94.8% | $2,565-89.4% |
| Participant deferral / active EE | $1,029 | $3,423-69.9% | $5,568-81.5% | $3,952-74.0% |
| Admin fee / account holder | $4,541 | $7,213-37.0% | $16,241-72.0% | $6,261-27.5% |