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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 | $14,947 | $81,358-81.6% | $155,556-90.4% | $80,959-81.5% |
| Participation rate | 26.3% | 66.3%-39.9pp | 78.2%-51.9pp | 67.7%-41.4pp |
| Annual return | 5.70% | 33.39%-27.7pp | 64.84%-59.1pp | 35.67%-30.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,433 | $3,455-29.6% | $5,631-56.8% | $4,300-43.4% |
| Admin fee / account holder | $1,008 | $7,994-87.4% | $15,885-93.7% | $6,925-85.5% |