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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 | $16,006 | $78,690-79.7% | $161,489-90.1% | $87,485-81.7% |
| Participation rate | 35.3% | 67.5%-32.2pp | 78.7%-43.4pp | 68.9%-33.6pp |
| Annual return | 11.52% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $72 | $2,588-97.2% | $4,268-98.3% | $2,596-97.2% |
| Participant deferral / active EE | $1,107 | $3,311-66.6% | $5,630-80.3% | $4,274-74.1% |
| Admin fee / account holder | $5,153 | $6,724-23.4% | $16,006-67.8% | $7,775-33.7% |