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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 | $16,596 | $81,358-79.6% | $155,556-89.3% | $80,959-79.5% |
| Participation rate | 39.4% | 66.3%-26.9pp | 78.2%-38.8pp | 67.7%-28.3pp |
| Annual return | 10.22% | 33.39%-23.2pp | 64.84%-54.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $69 | $3,106-97.8% | $4,675-98.5% | $2,757-97.5% |
| Participant deferral / active EE | $1,110 | $3,455-67.9% | $5,631-80.3% | $4,300-74.2% |
| Admin fee / account holder | $742 | $7,994-90.7% | $15,885-95.3% | $6,925-89.3% |