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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 | $17,318 | $77,638-77.7% | $156,551-88.9% | $62,881-72.5% |
| Participation rate | 47.4% | 71.2%-23.8pp | 84.0%-36.6pp | 69.3%-21.9pp |
| Annual return | 0.12% | 50.33%-50.2pp | 32.23%-32.1pp | 20.14%-20.0pp |
| Employer contribution / active EE | $303 | $3,444-91.2% | $5,501-94.5% | $2,281-86.7% |
| Participant deferral / active EE | $931 | $3,046-69.4% | $4,871-80.9% | $3,203-70.9% |
| Admin fee / account holder | $2,513 | $5,561-54.8% | $13,028-80.7% | $4,296-41.5% |