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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 | $12,446 | $45,082-72.4% | $69,464-82.1% | $72,975-82.9% |
| Participation rate | 49.0% | 68.5%-19.5pp | 74.6%-25.6pp | 69.5%-20.5pp |
| Annual return | 4.19% | 22.66%-18.5pp | 28.98%-24.8pp | 81.01%-76.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,379 | $2,604-8.6% | $3,536-32.7% | $3,608-34.0% |
| Admin fee / account holder | $403 | $3,057-86.8% | $3,840-89.5% | $5,124-92.1% |