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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 | $12,241 | $77,920-84.3% | $149,723-91.8% | $75,177-83.7% |
| Participation rate | 22.9% | 65.6%-42.7pp | 78.8%-55.9pp | 67.2%-44.3pp |
| Annual return | 11.59% | 31.72%-20.1pp | 134.50%-122.9pp | 160.75%-149.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $884 | $3,411-74.1% | $5,682-84.5% | $4,126-78.6% |
| Admin fee / account holder | $12,693 | $5,951+113.3% | $13,215-4.0% | $5,651+124.6% |