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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 | $14,860 | $84,236-82.4% | $170,435-91.3% | $70,126-78.8% |
| Participation rate | 55.4% | 70.8%-15.4pp | 83.6%-28.2pp | 69.5%-14.1pp |
| Annual return | 11.99% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $952 | $3,086-69.1% | $4,939-80.7% | $3,332-71.4% |
| Admin fee / account holder | $491 | $5,698-91.4% | $13,881-96.5% | $4,645-89.4% |