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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 | $15,769 | $48,277-67.3% | $67,511-76.6% | $80,874-80.5% |
| Participation rate | 38.3% | 66.4%-28.1pp | 72.9%-34.6pp | 67.6%-29.3pp |
| Annual return | 8.96% | 18.27%-9.3pp | 3517.41%-3508.4pp | 35.62%-26.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,115 | $2,926-27.7% | $4,000-47.1% | $4,297-50.8% |
| Admin fee / account holder | $1,938 | $3,687-47.4% | $3,999-51.5% | $6,935-72.1% |