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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 | $18,719 | $24,811-24.6% | $69,701-73.1% | $74,546-74.9% |
| Participation rate | 12.2% | 63.5%-51.3pp | 66.4%-54.3pp | 67.2%-55.0pp |
| Annual return | 7.07% | 18.53%-11.5pp | 100.32%-93.2pp | 1366.03%-1359.0pp |
| Employer contribution / active EE | $164 | $1,003-83.6% | $1,713-90.4% | $2,624-93.7% |
| Participant deferral / active EE | $804 | $1,904-57.8% | $2,887-72.1% | $4,347-81.5% |
| Admin fee / account holder | $2,043 | $1,898+7.6% | $4,717-56.7% | $1,944+5.1% |