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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 | $16,176 | $91,198-82.3% | $178,503-90.9% | $79,856-79.7% |
| Participation rate | 40.7% | 69.2%-28.5pp | 81.9%-41.2pp | 69.6%-28.9pp |
| Annual return | 2.48% | 24.20%-21.7pp | 151.12%-148.6pp | 31.71%-29.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,651 | $3,237-49.0% | $5,202-68.3% | $3,741-55.9% |
| Admin fee / account holder | $9,253 | $6,748+37.1% | $13,987-33.8% | $5,306+74.4% |