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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 | $17,815 | $81,276-78.1% | $155,574-88.5% | $80,925-78.0% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 0.93% | 33.36%-32.4pp | 64.87%-63.9pp | 35.65%-34.7pp |
| Employer contribution / active EE | $121 | $3,103-96.1% | $4,676-97.4% | $2,756-95.6% |
| Participant deferral / active EE | $1,203 | $3,453-65.2% | $5,629-78.6% | $4,299-72.0% |
| Admin fee / account holder | $1,746 | $7,993-78.2% | $15,914-89.0% | $6,940-74.8% |