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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 | $15,167 | $99,053-84.7% | $88,179-82.8% | $138,895-89.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 10.49% | 78.17%-67.7pp | 64.97%-54.5pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,636 | $5,225-68.7% | $4,614-64.5% | $6,396-74.4% |
| Admin fee / account holder | $11,528 | $8,748+31.8% | $7,673+50.2% | $12,562-8.2% |