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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 | $15,542 | $47,944-67.6% | $67,834-77.1% | $62,881-75.3% |
| Participation rate | 26.7% | 61.1%-34.4pp | 68.8%-42.1pp | 69.3%-42.6pp |
| Annual return | 4.01% | 11.77%-7.8pp | 138.47%-134.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $162 | $1,562-89.6% | $2,403-93.3% | $2,281-92.9% |
| Participant deferral / active EE | $811 | $2,247-63.9% | $3,160-74.3% | $3,203-74.7% |
| Admin fee / account holder | $7,861 | $3,712+111.8% | $4,622+70.1% | $4,296+83.0% |