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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 | $14,132 | $45,126-68.7% | $85,187-83.4% | $74,459-81.0% |
| Participation rate | 46.0% | 49.4%-3.4pp | 67.5%-21.6pp | 67.2%-21.3pp |
| Annual return | 9.98% | 26.30%-16.3pp | 66.67%-56.7pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,080 | $2,738-60.6% | $4,525-76.1% | $4,350-75.2% |
| Admin fee / account holder | $4,056 | $2,212+83.4% | $6,162-34.2% | $1,945+108.5% |