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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 | $16,305 | $37,156-56.1% | $83,854-80.6% | $86,983-81.3% |
| Participation rate | 8.3% | 49.1%-40.7pp | 59.1%-50.8pp | 69.5%-61.2pp |
| Annual return | 10.76% | 29.88%-19.1pp | 31.39%-20.6pp | 25.83%-15.1pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $356 | $1,418-74.9% | $2,035-82.5% | $4,194-91.5% |
| Admin fee / account holder | $1,881 | $2,510-25.1% | $3,197-41.2% | $7,856-76.1% |