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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 | $17,111 | $77,901-78.0% | $149,717-88.6% | $75,181-77.2% |
| Participation rate | 46.0% | 65.6%-19.5pp | 78.8%-32.7pp | 67.2%-21.2pp |
| Annual return | 10.97% | 31.73%-20.8pp | 134.41%-123.4pp | 160.69%-149.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,840 | $3,411-46.1% | $5,682-67.6% | $4,126-55.4% |
| Admin fee / account holder | $1,209 | $5,949-79.7% | $13,213-90.9% | $5,650-78.6% |