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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 | $17,579 | $48,337-63.6% | $67,560-74.0% | $80,959-78.3% |
| Participation rate | 66.7% | 66.4%+0.2pp | 72.9%-6.3pp | 67.7%-1.0pp |
| Annual return | 10.31% | 18.26%-7.9pp | 3533.50%-3523.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,256 | $2,928-23.0% | $4,004-43.7% | $4,300-47.5% |
| Admin fee / account holder | $427 | $3,695-88.4% | $3,994-89.3% | $6,925-93.8% |