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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 | $16,870 | $91,179-81.5% | $178,499-90.5% | $79,852-78.9% |
| Participation rate | 28.0% | 69.2%-41.2pp | 81.9%-53.9pp | 69.6%-41.6pp |
| Annual return | 1.77% | 24.19%-22.4pp | 151.10%-149.3pp | 31.72%-30.0pp |
| Employer contribution / active EE | $109 | $3,256-96.7% | $5,011-97.8% | $2,471-95.6% |
| Participant deferral / active EE | $1,549 | $3,236-52.1% | $5,202-70.2% | $3,740-58.6% |
| Admin fee / account holder | $11,140 | $6,749+65.1% | $13,986-20.4% | $5,306+109.9% |