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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 | $17,286 | $110,337-84.3% | $102,383-83.1% | $145,877-88.1% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 5.28% | 24.83%-19.6pp | 24.94%-19.7pp | 551.28%-546.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,197 | $5,621-60.9% | $5,060-56.6% | $6,691-67.2% |
| Admin fee / account holder | $998 | $9,750-89.8% | $8,391-88.1% | $13,402-92.6% |