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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 | $12,397 | $88,996-86.1% | $78,004-84.1% | $138,895-91.1% |
| Participation rate | 47.6% | 74.4%-26.7pp | 69.4%-21.8pp | 79.9%-32.3pp |
| Annual return | -0.22% | 28.03%-28.3pp | 31.07%-31.3pp | 145.39%-145.6pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,748 | $4,724-63.0% | $4,092-57.3% | $6,396-72.7% |
| Admin fee / account holder | $3,061 | $8,807-65.2% | $7,578-59.6% | $12,562-75.6% |