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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 | $16,072 | $81,358-80.2% | $155,556-89.7% | $80,959-80.1% |
| Participation rate | 10.7% | 66.3%-55.6pp | 78.2%-67.6pp | 67.7%-57.0pp |
| Annual return | 4.40% | 33.39%-29.0pp | 64.84%-60.4pp | 35.67%-31.3pp |
| Employer contribution / active EE | $320 | $3,106-89.7% | $4,675-93.2% | $2,757-88.4% |
| Participant deferral / active EE | $1,130 | $3,455-67.3% | $5,631-79.9% | $4,300-73.7% |
| Admin fee / account holder | $21,109 | $7,994+164.1% | $15,885+32.9% | $6,925+204.8% |