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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 | $81,331-79.2% | $155,534-89.1% | $80,935-79.1% |
| Participation rate | 16.0% | 66.3%-50.3pp | 78.2%-62.2pp | 67.7%-51.7pp |
| Annual return | 4.47% | 33.37%-28.9pp | 64.92%-60.4pp | 35.66%-31.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,140 | $3,454-38.0% | $5,630-62.0% | $4,299-50.2% |
| Admin fee / account holder | $54,269 | $7,999+578.4% | $15,900+241.3% | $6,924+683.7% |