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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 | $15,204 | $77,901-80.5% | $149,717-89.8% | $75,181-79.8% |
| Participation rate | 62.5% | 65.6%-3.1pp | 78.8%-16.3pp | 67.2%-4.7pp |
| Annual return | 12.34% | 31.73%-19.4pp | 134.41%-122.1pp | 160.69%-148.3pp |
| Employer contribution / active EE | $213 | $3,137-93.2% | $4,820-95.6% | $2,671-92.0% |
| Participant deferral / active EE | $881 | $3,411-74.2% | $5,682-84.5% | $4,126-78.6% |
| Admin fee / account holder | $1,615 | $5,949-72.8% | $13,213-87.8% | $5,650-71.4% |