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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 | $14,617 | $59,839-75.6% | $81,991-82.2% | $79,852-81.7% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.3%-35.9pp | 69.6%-36.3pp |
| Annual return | 9.92% | 17.56%-7.6pp | 41.31%-31.4pp | 31.72%-21.8pp |
| Employer contribution / active EE | $185 | $1,713-89.2% | $2,498-92.6% | $2,471-92.5% |
| Participant deferral / active EE | $989 | $2,695-63.3% | $3,722-73.4% | $3,740-73.6% |
| Admin fee / account holder | $1,879 | $4,287-56.2% | $5,665-66.8% | $5,306-64.6% |