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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 | $15,856 | $48,327-67.2% | $67,575-76.5% | $80,935-80.4% |
| Participation rate | 40.6% | 66.4%-25.8pp | 72.9%-32.3pp | 67.7%-27.0pp |
| Annual return | 9.38% | 18.31%-8.9pp | 3528.98%-3519.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $307 | $2,022-84.8% | $2,736-88.8% | $2,757-88.9% |
| Participant deferral / active EE | $885 | $2,927-69.8% | $4,003-77.9% | $4,299-79.4% |
| Admin fee / account holder | $345 | $3,692-90.7% | $3,993-91.4% | $6,924-95.0% |