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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 | $19,223 | $84,236-77.2% | $170,435-88.7% | $70,126-72.6% |
| Participation rate | 17.6% | 70.8%-53.3pp | 83.6%-66.0pp | 69.5%-52.0pp |
| Annual return | 10.38% | 23.06%-12.7pp | 205.94%-195.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $151 | $3,387-95.5% | $5,432-97.2% | $2,343-93.5% |
| Participant deferral / active EE | $887 | $3,086-71.3% | $4,939-82.0% | $3,332-73.4% |
| Admin fee / account holder | $3,140 | $5,698-44.9% | $13,881-77.4% | $4,645-32.4% |