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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 | $11,453 | $102,938-88.9% | $94,105-87.8% | $138,895-91.8% |
| Participation rate | 22.2% | 74.6%-52.4pp | 71.9%-49.7pp | 79.9%-57.7pp |
| Annual return | 2.78% | 250.28%-247.5pp | 204.55%-201.8pp | 145.39%-142.6pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $899 | $4,196-78.6% | $3,881-76.8% | $6,396-85.9% |
| Admin fee / account holder | $16,154 | $6,600+144.8% | $6,199+160.6% | $12,562+28.6% |