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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 | $88,996-80.6% | $78,004-77.8% | $138,895-87.5% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.4%-26.6pp | 79.9%-37.1pp |
| Annual return | -2.55% | 28.03%-30.6pp | 31.07%-33.6pp | 145.39%-147.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,567 | $4,724-66.8% | $4,092-61.7% | $6,396-75.5% |
| Admin fee / account holder | $2,045 | $8,807-76.8% | $7,578-73.0% | $12,562-83.7% |