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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 | $12,280 | $78,690-84.4% | $161,489-92.4% | $87,485-86.0% |
| Participation rate | 37.5% | 67.5%-30.0pp | 78.7%-41.2pp | 68.9%-31.4pp |
| Annual return | 8.05% | 32.74%-24.7pp | 89.72%-81.7pp | 26.06%-18.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,410 | $3,311-57.4% | $5,630-75.0% | $4,274-67.0% |
| Admin fee / account holder | $17,110 | $6,724+154.5% | $16,006+6.9% | $7,775+120.1% |