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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 | $18,747 | $60,442-69.0% | $96,754-80.6% | $87,485-78.6% |
| Participation rate | 18.5% | 58.7%-40.2pp | 70.3%-51.8pp | 68.9%-50.4pp |
| Annual return | 11.93% | 21.97%-10.0pp | 82.04%-70.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $149 | $1,691-91.2% | $2,679-94.4% | $2,596-94.3% |
| Participant deferral / active EE | $1,206 | $3,280-63.2% | $4,758-74.6% | $4,274-71.8% |
| Admin fee / account holder | $9,784 | $5,069+93.0% | $8,905+9.9% | $7,775+25.8% |