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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 | $15,475 | $85,171-81.8% | $172,753-91.0% | $72,976-78.8% |
| Participation rate | 37.3% | 70.1%-32.7pp | 82.6%-45.3pp | 69.5%-32.2pp |
| Annual return | 2.55% | 27.32%-24.8pp | 803.00%-800.4pp | 81.02%-78.5pp |
| Employer contribution / active EE | $210 | $3,324-93.7% | $5,144-95.9% | $2,440-91.4% |
| Participant deferral / active EE | $1,068 | $3,260-67.2% | $5,198-79.5% | $3,608-70.4% |
| Admin fee / account holder | $882 | $5,880-85.0% | $13,956-93.7% | $5,124-82.8% |