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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 | $10,984 | $81,276-86.5% | $155,574-92.9% | $80,925-86.4% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 9.08% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,632 | $3,453-52.7% | $5,629-71.0% | $4,299-62.0% |
| Admin fee / account holder | $391 | $7,993-95.1% | $15,914-97.5% | $6,940-94.4% |