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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 | $14,531 | $57,140-74.6% | $85,240-83.0% | $80,959-82.1% |
| Participation rate | 19.2% | 56.4%-37.2pp | 67.5%-48.3pp | 67.7%-48.4pp |
| Annual return | 0.40% | 21.71%-21.3pp | 66.75%-66.4pp | 35.67%-35.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,505 | $3,115-51.7% | $4,527-66.8% | $4,300-65.0% |
| Admin fee / account holder | $988 | $4,992-80.2% | $6,165-84.0% | $6,925-85.7% |