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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 | $14,999 | $110,337-86.4% | $102,383-85.4% | $145,877-89.7% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 1.08% | 24.83%-23.7pp | 24.94%-23.9pp | 551.28%-550.2pp |
| Employer contribution / active EE | $383 | $4,216-90.9% | $3,870-90.1% | $4,663-91.8% |
| Participant deferral / active EE | $1,913 | $5,621-66.0% | $5,060-62.2% | $6,691-71.4% |
| Admin fee / account holder | $37,055 | $9,750+280.1% | $8,391+341.6% | $13,402+176.5% |