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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 | $13,962 | $104,709-86.7% | $85,705-83.7% | $167,553-91.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 7.32% | 21.45%-14.1pp | 21.49%-14.2pp | 478.89%-471.6pp |
| Employer contribution / active EE | $259 | $3,338-92.2% | $2,619-90.1% | $4,840-94.6% |
| Participant deferral / active EE | $1,553 | $4,827-67.8% | $3,924-60.4% | $6,343-75.5% |
| Admin fee / account holder | $1,464 | $10,036-85.4% | $6,877-78.7% | $12,316-88.1% |