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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 | $13,937 | $35,183-60.4% | $73,550-81.1% | $70,126-80.1% |
| Participation rate | 30.6% | 42.9%-12.3pp | 54.9%-24.3pp | 69.5%-38.9pp |
| Annual return | 10.48% | 26.90%-16.4pp | -15.16%+25.6pp | 73.15%-62.7pp |
| Employer contribution / active EE | $83 | $709-88.3% | $1,219-93.2% | $2,343-96.5% |
| Participant deferral / active EE | $538 | $1,220-55.9% | $1,804-70.2% | $3,332-83.9% |
| Admin fee / account holder | $5,038 | $2,302+118.9% | $2,320+117.2% | $4,645+8.5% |