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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 | $21,332 | $63,346-66.3% | $92,240-76.9% | $70,126-69.6% |
| Participation rate | 16.1% | 68.7%-52.5pp | 76.5%-60.4pp | 69.5%-53.4pp |
| Annual return | 10.40% | 530.19%-519.8pp | 176.29%-165.9pp | 73.15%-62.8pp |
| Employer contribution / active EE | $398 | $2,471-83.9% | $3,680-89.2% | $2,343-83.0% |
| Participant deferral / active EE | $1,724 | $2,854-39.6% | $3,897-55.8% | $3,332-48.3% |
| Admin fee / account holder | $74,777 | $3,841+1847.0% | $5,194+1339.7% | $4,645+1509.7% |