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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 | $17,663 | $51,222-65.5% | $70,544-75.0% | $75,173-76.5% |
| Participation rate | 28.6% | 61.0%-32.4pp | 68.4%-39.8pp | 67.2%-38.6pp |
| Annual return | 13.45% | 30.06%-16.6pp | 32.79%-19.3pp | 160.72%-147.3pp |
| Employer contribution / active EE | $186 | $1,827-89.8% | $2,976-93.7% | $2,671-93.0% |
| Participant deferral / active EE | $995 | $2,850-65.1% | $4,568-78.2% | $4,126-75.9% |
| Admin fee / account holder | $778 | $4,096-81.0% | $6,427-87.9% | $5,651-86.2% |