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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 | $14,970 | $84,236-82.2% | $170,435-91.2% | $70,126-78.7% |
| Participation rate | 67.9% | 70.8%-3.0pp | 83.6%-15.7pp | 69.5%-1.7pp |
| Annual return | 10.01% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $2 | $3,387-99.9% | $5,432-100.0% | $2,343-99.9% |
| Participant deferral / active EE | $971 | $3,086-68.5% | $4,939-80.3% | $3,332-70.9% |
| Admin fee / account holder | $1,822 | $5,698-68.0% | $13,881-86.9% | $4,645-60.8% |