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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 | $15,694 | $61,338-74.4% | $149,717-89.5% | $71,495-78.0% |
| Participation rate | 39.5% | 62.5%-23.0pp | 78.8%-39.3pp | 67.9%-28.4pp |
| Annual return | 12.74% | 35.86%-23.1pp | 134.41%-121.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $142 | $2,381-94.0% | $4,820-97.1% | $2,589-94.5% |
| Participant deferral / active EE | $1,298 | $2,919-55.5% | $5,682-77.2% | $4,291-69.8% |
| Admin fee / account holder | $1,839 | $1,263+45.7% | $13,213-86.1% | $1,588+15.8% |