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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 | $15,968 | $49,976-68.0% | $66,674-76.0% | $82,637-80.7% |
| Participation rate | 67.1% | 63.1%+4.0pp | 73.7%-6.6pp | 68.1%-0.9pp |
| Annual return | 12.30% | 39.09%-26.8pp | 321.24%-308.9pp | 53.51%-41.2pp |
| Employer contribution / active EE | $153 | $1,988-92.3% | $2,620-94.2% | $2,552-94.0% |
| Participant deferral / active EE | $1,112 | $2,847-60.9% | $4,084-72.8% | $4,126-73.0% |
| Admin fee / account holder | $1,550 | $4,594-66.3% | $5,098-69.6% | $7,339-78.9% |