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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 | $76,407-79.1% | $150,298-89.4% | $82,448-80.6% |
| Participation rate | 35.3% | 66.4%-31.1pp | 77.8%-42.5pp | 68.1%-32.8pp |
| Annual return | 11.52% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $72 | $2,614-97.2% | $4,154-98.3% | $2,551-97.2% |
| Participant deferral / active EE | $1,107 | $3,214-65.6% | $5,453-79.7% | $4,139-73.3% |
| Admin fee / account holder | $5,153 | $6,352-18.9% | $14,116-63.5% | $7,234-28.8% |