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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 | $28,376 | $84,236-66.3% | $170,435-83.4% | $70,126-59.5% |
| Participation rate | 37.9% | 70.8%-32.9pp | 83.6%-45.7pp | 69.5%-31.6pp |
| Annual return | 10.51% | 23.06%-12.6pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $878 | $3,086-71.5% | $4,939-82.2% | $3,332-73.6% |
| Admin fee / account holder | $993 | $5,698-82.6% | $13,881-92.8% | $4,645-78.6% |