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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 | $16,374 | $95,406-82.8% | $185,849-91.2% | $85,847-80.9% |
| Participation rate | 48.6% | 68.8%-20.1pp | 81.7%-33.1pp | 69.3%-20.7pp |
| Annual return | 9.42% | 23.59%-14.2pp | 122.10%-112.7pp | 318.61%-309.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,287 | $3,424-33.2% | $5,569-58.9% | $3,952-42.1% |
| Admin fee / account holder | $519 | $7,214-92.8% | $16,244-96.8% | $6,261-91.7% |