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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 | $16,891 | $81,276-79.2% | $155,574-89.1% | $80,925-79.1% |
| Participation rate | 16.0% | 66.2%-50.2pp | 78.2%-62.2pp | 67.7%-51.7pp |
| Annual return | 4.47% | 33.36%-28.9pp | 64.87%-60.4pp | 35.65%-31.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,140 | $3,453-38.0% | $5,629-62.0% | $4,299-50.2% |
| Admin fee / account holder | $54,269 | $7,993+578.9% | $15,914+241.0% | $6,940+682.0% |