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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 | $15,872 | $47,848-66.8% | $81,473-80.5% | $70,126-77.4% |
| Participation rate | 19.2% | 58.3%-39.0pp | 68.0%-48.7pp | 69.5%-50.3pp |
| Annual return | 5.50% | 27.25%-21.7pp | 38.78%-33.3pp | 73.15%-67.6pp |
| Employer contribution / active EE | $167 | $1,527-89.0% | $2,568-93.5% | $2,343-92.9% |
| Participant deferral / active EE | $1,295 | $2,453-47.2% | $3,537-63.4% | $3,332-61.1% |
| Admin fee / account holder | $12,437 | $3,145+295.5% | $4,561+172.7% | $4,645+167.7% |