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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 | $15,969 | $84,236-81.0% | $170,439-90.6% | $70,124-77.2% |
| Participation rate | 54.9% | 70.8%-16.0pp | 83.6%-28.7pp | 69.5%-14.7pp |
| Annual return | 12.06% | 23.06%-11.0pp | 205.94%-193.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $286 | $3,387-91.6% | $5,433-94.7% | $2,342-87.8% |
| Participant deferral / active EE | $1,085 | $3,086-64.8% | $4,939-78.0% | $3,332-67.4% |
| Admin fee / account holder | $1,556 | $5,698-72.7% | $13,881-88.8% | $4,645-66.5% |