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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 | $17,587 | $50,554-65.2% | $67,681-74.0% | $87,485-79.9% |
| Participation rate | 35.9% | 67.7%-31.8pp | 73.7%-37.8pp | 68.9%-33.0pp |
| Annual return | 9.47% | 17.81%-8.3pp | 590.58%-581.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $212 | $1,988-89.4% | $2,678-92.1% | $2,596-91.9% |
| Participant deferral / active EE | $1,092 | $2,961-63.1% | $3,976-72.5% | $4,274-74.4% |
| Admin fee / account holder | $4,951 | $4,132+19.8% | $6,100-18.8% | $7,775-36.3% |