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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 | $17,893 | $61,125-70.7% | $94,057-81.0% | $87,485-79.5% |
| Participation rate | 13.8% | 64.1%-50.3pp | 73.3%-59.6pp | 68.9%-55.1pp |
| Annual return | 6.94% | 35.20%-28.3pp | 480.62%-473.7pp | 26.06%-19.1pp |
| Employer contribution / active EE | $128 | $2,136-94.0% | $2,933-95.6% | $2,596-95.1% |
| Participant deferral / active EE | $817 | $3,260-74.9% | $4,709-82.6% | $4,274-80.9% |
| Admin fee / account holder | $3,596 | $5,629-36.1% | $7,244-50.4% | $7,775-53.7% |