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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 | $19,237 | $77,638-75.2% | $156,551-87.7% | $62,881-69.4% |
| Participation rate | 54.3% | 71.2%-16.9pp | 84.0%-29.7pp | 69.3%-15.0pp |
| Annual return | 3.41% | 50.33%-46.9pp | 32.23%-28.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,993 | $3,046-34.6% | $4,871-59.1% | $3,203-37.8% |
| Admin fee / account holder | $1,121 | $5,561-79.9% | $13,028-91.4% | $4,296-73.9% |