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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 | $19,265 | $95,415-79.8% | $185,851-89.6% | $85,851-77.6% |
| Participation rate | 36.4% | 68.8%-32.4pp | 81.7%-45.3pp | 69.3%-33.0pp |
| Annual return | 10.87% | 23.59%-12.7pp | 122.11%-111.2pp | 318.63%-307.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,440 | $3,424-28.7% | $5,569-56.2% | $3,952-38.3% |
| Admin fee / account holder | $773 | $7,215-89.3% | $16,245-95.2% | $6,261-87.7% |