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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 | $15,851 | $63,809-75.2% | $81,353-80.5% | $80,935-80.4% |
| Participation rate | 40.4% | 63.9%-23.5pp | 69.5%-29.2pp | 67.7%-27.3pp |
| Annual return | 7.02% | 16.37%-9.3pp | 24.82%-17.8pp | 35.66%-28.6pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,227 | $3,093-28.0% | $3,885-42.7% | $4,299-48.2% |
| Admin fee / account holder | $1,141 | $5,686-79.9% | $5,766-80.2% | $6,924-83.5% |