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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 | $18,205 | $46,534-60.9% | $64,097-71.6% | $75,177-75.8% |
| Participation rate | 37.1% | 65.9%-28.8pp | 72.3%-35.2pp | 67.2%-30.1pp |
| Annual return | 11.06% | 26.07%-15.0pp | 33.75%-22.7pp | 160.75%-149.7pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $820 | $2,835-71.1% | $3,881-78.9% | $4,126-80.1% |
| Admin fee / account holder | $1,014 | $2,957-65.7% | $3,070-67.0% | $5,651-82.1% |