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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 | $15,102 | $95,406-84.2% | $185,849-91.9% | $85,847-82.4% |
| Participation rate | 41.5% | 68.8%-27.3pp | 81.7%-40.2pp | 69.3%-27.9pp |
| Annual return | 11.16% | 23.59%-12.4pp | 122.10%-110.9pp | 318.61%-307.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,171 | $3,424-65.8% | $5,569-79.0% | $3,952-70.4% |
| Admin fee / account holder | $3,190 | $7,214-55.8% | $16,244-80.4% | $6,261-49.0% |