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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 | $14,399 | $45,050-68.0% | $63,018-77.2% | $70,126-79.5% |
| Participation rate | 62.1% | 69.5%-7.4pp | 74.8%-12.7pp | 69.5%-7.5pp |
| Annual return | 6.45% | 18.76%-12.3pp | 87.62%-81.2pp | 73.15%-66.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $890 | $2,466-63.9% | $3,330-73.3% | $3,332-73.3% |
| Admin fee / account holder | $4,329 | $2,834+52.7% | $3,601+20.2% | $4,645-6.8% |