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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 | $13,753 | $60,442-77.2% | $96,754-85.8% | $87,485-84.3% |
| Participation rate | 48.8% | 58.7%-9.9pp | 70.3%-21.5pp | 68.9%-20.2pp |
| Annual return | 10.68% | 21.97%-11.3pp | 82.04%-71.4pp | 26.06%-15.4pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,358 | $3,280-58.6% | $4,758-71.5% | $4,274-68.2% |
| Admin fee / account holder | $14,083 | $5,069+177.8% | $8,905+58.2% | $7,775+81.1% |