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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 | $11,216 | $81,331-86.2% | $155,534-92.8% | $80,935-86.1% |
| Participation rate | 40.4% | 66.3%-25.9pp | 78.2%-37.8pp | 67.7%-27.3pp |
| Annual return | 7.48% | 33.37%-25.9pp | 64.92%-57.4pp | 35.66%-28.2pp |
| Employer contribution / active EE | $191 | $3,105-93.9% | $4,675-95.9% | $2,757-93.1% |
| Participant deferral / active EE | $1,337 | $3,454-61.3% | $5,630-76.3% | $4,299-68.9% |
| Admin fee / account holder | $4,452 | $7,999-44.3% | $15,900-72.0% | $6,924-35.7% |