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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 | $6,107 | $22,602-73.0% | $65,583-90.7% | $75,177-91.9% |
| Participation rate | 48.8% | 63.1%-14.3pp | 65.0%-16.2pp | 67.2%-18.4pp |
| Annual return | 11.73% | 71.13%-59.4pp | 47.46%-35.7pp | 160.75%-149.0pp |
| Employer contribution / active EE | $190 | $941-79.8% | $1,692-88.8% | $2,671-92.9% |
| Participant deferral / active EE | $1,201 | $1,695-29.1% | $2,833-57.6% | $4,126-70.9% |
| Admin fee / account holder | $2,536 | $1,877+35.1% | $4,112-38.3% | $5,651-55.1% |