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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 | $13,692 | $58,311-76.5% | $81,882-83.3% | $80,959-83.1% |
| Participation rate | 52.8% | 63.5%-10.7pp | 72.4%-19.6pp | 67.7%-14.9pp |
| Annual return | 4.00% | 41.85%-37.8pp | 779.47%-775.5pp | 35.67%-31.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $972 | $3,287-70.4% | $4,323-77.5% | $4,300-77.4% |
| Admin fee / account holder | $1,475 | $4,752-69.0% | $7,360-80.0% | $6,925-78.7% |