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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 | $14,057 | $55,889-74.8% | $76,119-81.5% | $80,935-82.6% |
| Participation rate | 38.6% | 62.1%-23.5pp | 69.1%-30.5pp | 67.7%-29.1pp |
| Annual return | 9.54% | 20.58%-11.0pp | 361.25%-351.7pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,246 | $3,051-59.2% | $4,259-70.7% | $4,299-71.0% |
| Admin fee / account holder | $2,499 | $5,241-52.3% | $6,421-61.1% | $6,924-63.9% |