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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 | $14,398 | $47,848-69.9% | $81,473-82.3% | $70,124-79.5% |
| Participation rate | 40.0% | 58.3%-18.3pp | 68.0%-28.0pp | 69.5%-29.5pp |
| Annual return | 11.06% | 27.25%-16.2pp | 38.78%-27.7pp | 73.14%-62.1pp |
| Employer contribution / active EE | $189 | $1,527-87.6% | $2,568-92.7% | $2,342-91.9% |
| Participant deferral / active EE | $835 | $2,453-66.0% | $3,537-76.4% | $3,332-74.9% |
| Admin fee / account holder | $456 | $3,145-85.5% | $4,561-90.0% | $4,645-90.2% |