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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 | $16,238 | $53,128-69.4% | $86,581-81.2% | $70,124-76.8% |
| Participation rate | 14.8% | 65.3%-50.5pp | 73.5%-58.7pp | 69.5%-54.7pp |
| Annual return | 2.84% | 27.66%-24.8pp | 965.06%-962.2pp | 73.14%-70.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $861 | $2,695-68.0% | $3,609-76.1% | $3,332-74.2% |
| Admin fee / account holder | $1,442 | $3,584-59.8% | $4,904-70.6% | $4,645-69.0% |