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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 | $13,185 | $51,638-74.5% | $68,368-80.7% | $82,448-84.0% |
| Participation rate | 14.1% | 63.6%-49.5pp | 73.8%-59.7pp | 68.1%-54.0pp |
| Annual return | 0.59% | 37.53%-36.9pp | 292.57%-292.0pp | 41.64%-41.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $777 | $2,914-73.3% | $4,123-81.2% | $4,139-81.2% |
| Admin fee / account holder | $3,394 | $4,643-26.9% | $5,150-34.1% | $7,234-53.1% |