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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 | $28,659 | $84,236-66.0% | $170,435-83.2% | $70,126-59.1% |
| Participation rate | 19.4% | 70.8%-51.5pp | 83.6%-64.2pp | 69.5%-50.2pp |
| Annual return | 7.03% | 23.06%-16.0pp | 205.94%-198.9pp | 73.15%-66.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,406 | $3,086-54.4% | $4,939-71.5% | $3,332-57.8% |
| Admin fee / account holder | $1,313 | $5,698-77.0% | $13,881-90.5% | $4,645-71.7% |