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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 | $13,033 | $81,331-84.0% | $155,534-91.6% | $80,935-83.9% |
| Participation rate | 41.0% | 66.3%-25.2pp | 78.2%-37.2pp | 67.7%-26.6pp |
| Annual return | 9.11% | 33.37%-24.3pp | 64.92%-55.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $17 | $3,105-99.4% | $4,675-99.6% | $2,757-99.4% |
| Participant deferral / active EE | $1,441 | $3,454-58.3% | $5,630-74.4% | $4,299-66.5% |
| Admin fee / account holder | $3,990 | $7,999-50.1% | $15,900-74.9% | $6,924-42.4% |