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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 | $14,502 | $91,198-84.1% | $178,503-91.9% | $79,856-81.8% |
| Participation rate | 31.9% | 69.2%-37.3pp | 81.9%-50.0pp | 69.6%-37.8pp |
| Annual return | 8.68% | 24.20%-15.5pp | 151.12%-142.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,263 | $3,237-61.0% | $5,202-75.7% | $3,741-66.2% |
| Admin fee / account holder | $2,466 | $6,748-63.5% | $13,987-82.4% | $5,306-53.5% |