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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 | $16,281 | $46,732-65.2% | $156,551-89.6% | $55,167-70.5% |
| Participation rate | 32.0% | 65.8%-33.8pp | 84.0%-52.0pp | 69.0%-37.0pp |
| Annual return | -2.08% | 17.72%-19.8pp | 32.23%-34.3pp | 169.23%-171.3pp |
| Employer contribution / active EE | $110 | $2,105-94.8% | $5,501-98.0% | $1,963-94.4% |
| Participant deferral / active EE | $749 | $2,204-66.0% | $4,871-84.6% | $3,054-75.5% |
| Admin fee / account holder | $2,062 | $418+392.8% | $13,028-84.2% | $504+309.2% |