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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 | $102,938-87.9% | $94,105-86.8% | $138,895-91.1% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 10.11% | 250.28%-240.2pp | 204.55%-194.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $208 | $2,732-92.4% | $2,504-91.7% | $4,194-95.0% |
| Participant deferral / active EE | $1,743 | $4,196-58.5% | $3,881-55.1% | $6,396-72.7% |
| Admin fee / account holder | $1,464 | $6,600-77.8% | $6,199-76.4% | $12,562-88.3% |