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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 | $14,298 | $50,082-71.5% | $93,419-84.7% | $79,852-82.1% |
| Participation rate | 54.5% | 60.9%-6.4pp | 66.8%-12.2pp | 69.6%-15.1pp |
| Annual return | 10.09% | 24.59%-14.5pp | 78.05%-68.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,379 | $2,212-37.7% | $3,126-55.9% | $3,740-63.1% |
| Admin fee / account holder | $3,764 | $3,454+9.0% | $5,230-28.0% | $5,306-29.1% |