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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 | $15,892 | $58,099-72.6% | $76,902-79.3% | $75,177-78.9% |
| Participation rate | 61.0% | 63.9%-2.9pp | 69.6%-8.6pp | 67.2%-6.2pp |
| Annual return | 10.98% | 26.71%-15.7pp | 37.91%-26.9pp | 160.75%-149.8pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,456 | $2,999-51.5% | $3,833-62.0% | $4,126-64.7% |
| Admin fee / account holder | $2,164 | $4,778-54.7% | $5,479-60.5% | $5,651-61.7% |