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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 | $16,375 | $76,407-78.6% | $150,298-89.1% | $82,448-80.1% |
| Participation rate | 35.4% | 66.4%-31.0pp | 77.8%-42.3pp | 68.1%-32.6pp |
| Annual return | 12.10% | 39.99%-27.9pp | 62.79%-50.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,151 | $3,214-64.2% | $5,453-78.9% | $4,139-72.2% |
| Admin fee / account holder | $1,305 | $6,352-79.5% | $14,116-90.8% | $7,234-82.0% |