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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 | $17,565 | $76,407-77.0% | $150,298-88.3% | $82,448-78.7% |
| Participation rate | 29.6% | 66.4%-36.8pp | 77.8%-48.1pp | 68.1%-38.4pp |
| Annual return | 11.48% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,126 | $3,214-33.9% | $5,453-61.0% | $4,139-48.6% |
| Admin fee / account holder | $565 | $6,352-91.1% | $14,116-96.0% | $7,234-92.2% |