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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 | $17,343 | $48,078-63.9% | $78,676-78.0% | $62,881-72.4% |
| Participation rate | 9.1% | 65.2%-56.1pp | 73.6%-64.5pp | 69.3%-60.2pp |
| Annual return | 4.30% | 31.36%-27.1pp | 62.19%-57.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $988 | $2,587-61.8% | $3,517-71.9% | $3,203-69.1% |
| Admin fee / account holder | $13,265 | $3,206+313.8% | $4,510+194.1% | $4,296+208.8% |