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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 | $17,301 | $107,733-83.9% | $92,985-81.4% | $154,746-88.8% |
| Participation rate | 42.9% | 74.6%-31.7pp | 69.5%-26.6pp | 80.7%-37.8pp |
| Annual return | -2.55% | 30.39%-32.9pp | 27.99%-30.5pp | 172.34%-174.9pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,567 | $5,053-69.0% | $4,377-64.2% | $6,730-76.7% |
| Admin fee / account holder | $2,045 | $11,369-82.0% | $9,463-78.4% | $14,365-85.8% |