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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 | $15,135 | $59,804-74.7% | $81,982-81.5% | $79,856-81.0% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.3%-44.3pp | 69.6%-44.6pp |
| Annual return | 3.61% | 17.56%-14.0pp | 41.31%-37.7pp | 31.71%-28.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,069 | $2,695-60.3% | $3,722-71.3% | $3,741-71.4% |
| Admin fee / account holder | $1,950 | $4,288-54.5% | $5,665-65.6% | $5,306-63.2% |