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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 | $15,600 | $48,053-67.5% | $84,628-81.6% | $72,975-78.6% |
| Participation rate | 12.8% | 57.6%-44.8pp | 68.2%-55.4pp | 69.5%-56.7pp |
| Annual return | 14.12% | 37.39%-23.3pp | 258.80%-244.7pp | 81.01%-66.9pp |
| Employer contribution / active EE | $147 | $1,602-90.8% | $2,653-94.5% | $2,440-94.0% |
| Participant deferral / active EE | $1,135 | $2,681-57.7% | $3,900-70.9% | $3,608-68.5% |
| Admin fee / account holder | $24,146 | $3,395+611.1% | $4,914+391.4% | $5,124+371.2% |