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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 | $15,654 | $77,638-79.8% | $156,551-90.0% | $62,881-75.1% |
| Participation rate | 11.5% | 71.2%-59.7pp | 84.0%-72.5pp | 69.3%-57.8pp |
| Annual return | 3.05% | 50.33%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $113 | $3,444-96.7% | $5,501-98.0% | $2,281-95.1% |
| Participant deferral / active EE | $1,069 | $3,046-64.9% | $4,871-78.1% | $3,203-66.6% |
| Admin fee / account holder | $87,083 | $5,561+1465.9% | $13,028+568.4% | $4,296+1927.2% |