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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 | $12,022 | $111,785-89.2% | $93,669-87.2% | $145,877-91.8% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 0.46% | 203.79%-203.3pp | 133.59%-133.1pp | 551.28%-550.8pp |
| Employer contribution / active EE | $402 | $3,096-87.0% | $2,424-83.4% | $4,663-91.4% |
| Participant deferral / active EE | $2,234 | $4,919-54.6% | $4,416-49.4% | $6,691-66.6% |
| Admin fee / account holder | $12,196 | $10,256+18.9% | $8,291+47.1% | $13,402-9.0% |