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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 | $12,953 | $57,590-77.5% | $86,233-85.0% | $82,448-84.3% |
| Participation rate | 30.0% | 57.9%-27.9pp | 69.0%-39.0pp | 68.1%-38.1pp |
| Annual return | 10.95% | 22.41%-11.5pp | 61.39%-50.4pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $831 | $3,080-73.0% | $4,559-81.8% | $4,139-79.9% |
| Admin fee / account holder | $1,878 | $4,730-60.3% | $8,342-77.5% | $7,234-74.0% |