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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 | $15,236 | $58,258-73.8% | $81,820-81.4% | $80,925-81.2% |
| Participation rate | 40.5% | 63.5%-22.9pp | 72.4%-31.8pp | 67.7%-27.1pp |
| Annual return | 8.97% | 41.76%-32.8pp | 777.93%-769.0pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,601 | $3,284-51.2% | $4,323-63.0% | $4,299-62.8% |
| Admin fee / account holder | $451 | $4,976-90.9% | $7,391-93.9% | $6,940-93.5% |