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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 | $16,016 | $51,638-69.0% | $68,368-76.6% | $82,448-80.6% |
| Participation rate | 48.1% | 63.6%-15.5pp | 73.8%-25.6pp | 68.1%-19.9pp |
| Annual return | 8.35% | 37.53%-29.2pp | 292.57%-284.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $230 | $2,047-88.7% | $2,649-91.3% | $2,551-91.0% |
| Participant deferral / active EE | $1,309 | $2,914-55.1% | $4,123-68.3% | $4,139-68.4% |
| Admin fee / account holder | $9,802 | $4,643+111.1% | $5,150+90.3% | $7,234+35.5% |