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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 | $16,816 | $55,453-69.7% | $170,435-90.1% | $62,293-73.0% |
| Participation rate | 32.7% | 66.4%-33.6pp | 83.6%-50.9pp | 69.5%-36.8pp |
| Annual return | 11.24% | 21.38%-10.1pp | 205.94%-194.7pp | 28.90%-17.7pp |
| Employer contribution / active EE | $276 | $2,164-87.2% | $5,432-94.9% | $2,042-86.5% |
| Participant deferral / active EE | $776 | $2,303-66.3% | $4,939-84.3% | $3,169-75.5% |
| Admin fee / account holder | $9,268 | $455+1936.6% | $13,881-33.2% | $479+1833.5% |