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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 | $14,031 | $48,078-70.8% | $78,676-82.2% | $62,881-77.7% |
| Participation rate | 27.7% | 65.2%-37.5pp | 73.6%-45.9pp | 69.3%-41.6pp |
| Annual return | -12.25% | 31.36%-43.6pp | 62.19%-74.4pp | 20.14%-32.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,513 | $2,587-2.9% | $3,517-28.5% | $3,203-21.5% |
| Admin fee / account holder | $3,777 | $3,206+17.8% | $4,510-16.3% | $4,296-12.1% |