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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 | $16,350 | $124,980-86.9% | $108,359-84.9% | $154,746-89.4% |
| Participation rate | 54.5% | 75.2%-20.6pp | 70.1%-15.6pp | 80.7%-26.2pp |
| Annual return | 1.53% | 45.00%-43.5pp | 36.89%-35.4pp | 172.34%-170.8pp |
| Employer contribution / active EE | $123 | $2,851-95.7% | $2,399-94.9% | $4,379-97.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,708 | $11,502-85.1% | $9,741-82.5% | $14,365-88.1% |