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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 | $18,753 | $27,800-32.5% | $58,561-68.0% | $71,511-73.8% |
| Participation rate | 15.9% | 34.6%-18.7pp | 50.9%-35.0pp | 67.9%-52.1pp |
| Annual return | 11.99% | 26.80%-14.8pp | 4251.33%-4239.3pp | 28.86%-16.9pp |
| Employer contribution / active EE | $89 | $632-86.0% | $1,053-91.6% | $2,589-96.6% |
| Participant deferral / active EE | $546 | $1,208-54.8% | $1,923-71.6% | $4,291-87.3% |
| Admin fee / account holder | $1,043 | $1,637-36.3% | $2,520-58.6% | $1,588-34.3% |