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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 | $16,766 | $46,534-64.0% | $64,097-73.8% | $75,177-77.7% |
| Participation rate | 49.2% | 65.9%-16.7pp | 72.3%-23.1pp | 67.2%-18.0pp |
| Annual return | 3.65% | 26.07%-22.4pp | 33.75%-30.1pp | 160.75%-157.1pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,195 | $2,835-57.8% | $3,881-69.2% | $4,126-71.0% |
| Admin fee / account holder | $1,945 | $2,957-34.2% | $3,070-36.6% | $5,651-65.6% |