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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 | $16,475 | $76,407-78.4% | $150,298-89.0% | $82,448-80.0% |
| Participation rate | 19.6% | 66.4%-46.8pp | 77.8%-58.1pp | 68.1%-48.4pp |
| Annual return | 7.08% | 39.99%-32.9pp | 62.79%-55.7pp | 41.64%-34.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $949 | $3,214-70.5% | $5,453-82.6% | $4,139-77.1% |
| Admin fee / account holder | $7,101 | $6,352+11.8% | $14,116-49.7% | $7,234-1.8% |