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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 | $14,838 | $48,284-69.3% | $67,524-78.0% | $80,911-81.7% |
| Participation rate | 41.8% | 66.4%-24.6pp | 72.9%-31.1pp | 67.6%-25.8pp |
| Annual return | 8.50% | 18.27%-9.8pp | 3519.41%-3510.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $185 | $2,021-90.8% | $2,734-93.2% | $2,756-93.3% |
| Participant deferral / active EE | $1,521 | $2,927-48.0% | $4,001-62.0% | $4,297-64.6% |
| Admin fee / account holder | $1,476 | $3,688-60.0% | $4,001-63.1% | $6,935-78.7% |