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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 | $16,206 | $77,920-79.2% | $149,723-89.2% | $75,177-78.4% |
| Participation rate | 40.7% | 65.6%-24.9pp | 78.8%-38.1pp | 67.2%-26.5pp |
| Annual return | 10.92% | 31.72%-20.8pp | 134.50%-123.6pp | 160.75%-149.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,751 | $3,411-48.7% | $5,682-69.2% | $4,126-57.6% |
| Admin fee / account holder | $4,011 | $5,951-32.6% | $13,215-69.6% | $5,651-29.0% |