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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 | $22,564 | $52,678-57.2% | $75,784-70.2% | $59,633-62.2% |
| Participation rate | 44.7% | 67.2%-22.5pp | 75.8%-31.1pp | 68.7%-24.0pp |
| Annual return | -7.22% | 2.95%-10.2pp | 9.68%-16.9pp | 2041.45%-2048.7pp |
| Employer contribution / active EE | $116 | $2,193-94.7% | $3,323-96.5% | $2,203-94.7% |
| Participant deferral / active EE | $1,122 | $2,591-56.7% | $3,652-69.3% | $3,192-64.8% |
| Admin fee / account holder | $1,041 | $3,610-71.2% | $5,300-80.3% | $4,297-75.8% |