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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 | $12,419 | $76,407-83.7% | $150,298-91.7% | $82,448-84.9% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 12.95% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $169 | $2,614-93.5% | $4,154-95.9% | $2,551-93.4% |
| Participant deferral / active EE | $1,276 | $3,214-60.3% | $5,453-76.6% | $4,139-69.2% |
| Admin fee / account holder | $750 | $6,352-88.2% | $14,116-94.7% | $7,234-89.6% |