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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 | $15,650 | $48,284-67.6% | $67,524-76.8% | $80,911-80.7% |
| Participation rate | 20.7% | 66.4%-45.7pp | 72.9%-52.2pp | 67.6%-47.0pp |
| Annual return | 9.88% | 18.27%-8.4pp | 3519.41%-3509.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,700 | $2,927-41.9% | $4,001-57.5% | $4,297-60.4% |
| Admin fee / account holder | $337 | $3,688-90.9% | $4,001-91.6% | $6,935-95.1% |