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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 | $12,302 | $56,134-78.1% | $96,171-87.2% | $85,847-85.7% |
| Participation rate | 47.1% | 56.7%-9.7pp | 68.4%-21.4pp | 69.3%-22.3pp |
| Annual return | 6.99% | 42.30%-35.3pp | 192.04%-185.1pp | 318.61%-311.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,369 | $2,858-17.1% | $4,350-45.5% | $3,952-40.1% |
| Admin fee / account holder | $871 | $3,769-76.9% | $5,538-84.3% | $6,261-86.1% |