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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 | $19,596 | $98,652-80.1% | $142,942-86.3% | $82,448-76.2% |
| Participation rate | 51.7% | 72.8%-21.0pp | 76.8%-25.1pp | 68.1%-16.3pp |
| Annual return | 12.29% | 22.65%-10.4pp | 113.70%-101.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $4 | $3,211-99.9% | $4,139-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $2,651 | $5,580-52.5% | $7,128-62.8% | $4,139-36.0% |
| Admin fee / account holder | $10,495 | $8,078+29.9% | $12,475-15.9% | $7,234+45.1% |