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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 | $39,830 | $95,406-58.3% | $185,849-78.6% | $85,847-53.6% |
| Participation rate | 15.2% | 68.8%-53.6pp | 81.7%-66.6pp | 69.3%-54.2pp |
| Annual return | 0.21% | 23.59%-23.4pp | 122.10%-121.9pp | 318.61%-318.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,048 | $3,424-69.4% | $5,569-81.2% | $3,952-73.5% |
| Admin fee / account holder | $728 | $7,214-89.9% | $16,244-95.5% | $6,261-88.4% |