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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 | $14,834 | $22,602-34.4% | $65,566-77.4% | $75,173-80.3% |
| Participation rate | 17.9% | 63.1%-45.1pp | 64.9%-47.0pp | 67.2%-49.3pp |
| Annual return | 1.32% | 71.13%-69.8pp | 47.40%-46.1pp | 160.72%-159.4pp |
| Employer contribution / active EE | $182 | $941-80.7% | $1,692-89.3% | $2,671-93.2% |
| Participant deferral / active EE | $837 | $1,695-50.6% | $2,832-70.5% | $4,126-79.7% |
| Admin fee / account holder | $2,113 | $1,877+12.6% | $4,114-48.6% | $5,651-62.6% |