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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 | $14,404 | $76,407-81.1% | $150,298-90.4% | $82,448-82.5% |
| Participation rate | 34.2% | 66.4%-32.2pp | 77.8%-43.5pp | 68.1%-33.9pp |
| Annual return | 13.12% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $234 | $2,614-91.1% | $4,154-94.4% | $2,551-90.8% |
| Participant deferral / active EE | $2,570 | $3,214-20.1% | $5,453-52.9% | $4,139-37.9% |
| Admin fee / account holder | $4,476 | $6,352-29.5% | $14,116-68.3% | $7,234-38.1% |