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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 | $13,691 | $45,343-69.8% | $150,298-90.9% | $67,986-79.9% |
| Participation rate | 9.2% | 51.9%-42.7pp | 77.8%-68.6pp | 57.2%-48.0pp |
| Annual return | 9.48% | 33.28%-23.8pp | 62.79%-53.3pp | 31.67%-22.2pp |
| Employer contribution / active EE | $51 | $1,462-96.5% | $4,154-98.8% | $2,019-97.5% |
| Participant deferral / active EE | $574 | $2,055-72.0% | $5,453-89.5% | $3,358-82.9% |
| Admin fee / account holder | $839 | $2,250-62.7% | $14,116-94.1% | $3,203-73.8% |