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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 | $16,394 | $58,627-72.0% | $76,735-78.6% | $82,448-80.1% |
| Participation rate | 29.5% | 63.2%-33.7pp | 69.5%-40.0pp | 68.1%-38.6pp |
| Annual return | 9.34% | 39.10%-29.8pp | 29.77%-20.4pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,170 | $3,134-62.7% | $4,088-71.4% | $4,139-71.7% |
| Admin fee / account holder | $5,049 | $5,323-5.1% | $7,189-29.8% | $7,234-30.2% |