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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 | $16,666 | $109,411-84.8% | $89,435-81.4% | $158,982-89.5% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.0%-26.3pp | 82.0%-40.3pp |
| Annual return | 5.18% | 345.68%-340.5pp | 245.55%-240.4pp | 302.99%-297.8pp |
| Employer contribution / active EE | $208 | $3,173-93.4% | $2,587-91.9% | $4,763-95.6% |
| Participant deferral / active EE | $847 | $4,600-81.6% | $3,890-78.2% | $5,983-85.8% |
| Admin fee / account holder | $14,682 | $6,159+138.4% | $4,884+200.6% | $11,252+30.5% |