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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 | $12,413 | $101,618-87.8% | $93,063-86.7% | $137,256-91.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 10.11% | 223.95%-213.8pp | 34.15%-24.0pp | 220.34%-210.2pp |
| Employer contribution / active EE | $208 | $2,707-92.3% | $2,476-91.6% | $4,156-95.0% |
| Participant deferral / active EE | $1,743 | $4,279-59.3% | $3,958-56.0% | $6,407-72.8% |
| Admin fee / account holder | $1,464 | $6,198-76.4% | $6,033-75.7% | $12,270-88.1% |