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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 | $57,590-76.1% | $86,233-84.1% | $82,448-83.3% |
| Participation rate | 48.8% | 57.9%-9.1pp | 69.0%-20.2pp | 68.1%-19.3pp |
| Annual return | 10.68% | 22.41%-11.7pp | 61.39%-50.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,358 | $3,080-55.9% | $4,559-70.2% | $4,139-67.2% |
| Admin fee / account holder | $14,083 | $4,730+197.7% | $8,342+68.8% | $7,234+94.7% |