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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 | $15,484 | $55,932-72.3% | $76,735-79.8% | $67,986-77.2% |
| Participation rate | 37.2% | 50.8%-13.6pp | 69.5%-32.3pp | 57.2%-20.0pp |
| Annual return | 3.25% | 23.10%-19.9pp | 29.77%-26.5pp | 31.67%-28.4pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $923 | $2,558-63.9% | $4,088-77.4% | $3,358-72.5% |
| Admin fee / account holder | $2,336 | $4,907-52.4% | $7,189-67.5% | $3,203-27.1% |