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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 | $14,681 | $41,150-64.3% | $80,627-81.8% | $71,511-79.5% |
| Participation rate | 19.9% | 50.3%-30.4pp | 67.0%-47.1pp | 67.9%-48.0pp |
| Annual return | 5.93% | 38.48%-32.5pp | 936.76%-930.8pp | 28.86%-22.9pp |
| Employer contribution / active EE | $194 | $1,515-87.2% | $2,723-92.9% | $2,589-92.5% |
| Participant deferral / active EE | $724 | $2,701-73.2% | $4,443-83.7% | $4,291-83.1% |
| Admin fee / account holder | $2,048 | $1,841+11.2% | $5,381-61.9% | $1,588+28.9% |