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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 | $16,279 | $57,305-71.6% | $86,640-81.2% | $75,173-78.3% |
| Participation rate | 14.0% | 63.2%-49.3pp | 71.7%-57.8pp | 67.2%-53.3pp |
| Annual return | 1.97% | 2674.24%-2672.3pp | 592.52%-590.6pp | 160.72%-158.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,154 | $3,320-65.2% | $4,438-74.0% | $4,126-72.0% |
| Admin fee / account holder | $1,768 | $4,116-57.0% | $5,616-68.5% | $5,651-68.7% |