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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 | $16,048 | $51,638-68.9% | $68,368-76.5% | $82,448-80.5% |
| Participation rate | 41.7% | 63.6%-21.9pp | 73.8%-32.1pp | 68.1%-26.4pp |
| Annual return | 7.79% | 37.53%-29.7pp | 292.57%-284.8pp | 41.64%-33.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,199 | $2,914-58.8% | $4,123-70.9% | $4,139-71.0% |
| Admin fee / account holder | $3,443 | $4,643-25.8% | $5,150-33.1% | $7,234-52.4% |