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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 | $18,083 | $58,292-69.0% | $86,640-79.1% | $71,511-74.7% |
| Participation rate | 14.6% | 65.0%-50.4pp | 71.7%-57.1pp | 67.9%-53.3pp |
| Annual return | 12.40% | 21.63%-9.2pp | 592.52%-580.1pp | 28.86%-16.5pp |
| Employer contribution / active EE | $41 | $2,574-98.4% | $3,024-98.7% | $2,589-98.4% |
| Participant deferral / active EE | $958 | $3,438-72.1% | $4,438-78.4% | $4,291-77.7% |
| Admin fee / account holder | $4,294 | $1,057+306.1% | $5,616-23.5% | $1,588+170.3% |