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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 | $15,772 | $76,407-79.4% | $150,298-89.5% | $82,448-80.9% |
| Participation rate | 46.7% | 66.4%-19.7pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 9.79% | 39.99%-30.2pp | 62.79%-53.0pp | 41.64%-31.9pp |
| Employer contribution / active EE | $43 | $2,614-98.3% | $4,154-99.0% | $2,551-98.3% |
| Participant deferral / active EE | $2,899 | $3,214-9.8% | $5,453-46.8% | $4,139-30.0% |
| Admin fee / account holder | $34,697 | $6,352+446.2% | $14,116+145.8% | $7,234+379.6% |