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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 | $16,392 | $59,804-72.6% | $81,982-80.0% | $79,856-79.5% |
| Participation rate | 53.0% | 61.6%-8.6pp | 69.3%-16.2pp | 69.6%-16.6pp |
| Annual return | 10.10% | 17.56%-7.5pp | 41.31%-31.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,559 | $2,695-42.1% | $3,722-58.1% | $3,741-58.3% |
| Admin fee / account holder | $10,858 | $4,288+153.2% | $5,665+91.7% | $5,306+104.6% |