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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 | $27,189 | $45,123-39.7% | $85,240-68.1% | $74,478-63.5% |
| Participation rate | 19.1% | 49.4%-30.2pp | 67.5%-48.4pp | 67.2%-48.1pp |
| Annual return | 7.33% | 26.32%-19.0pp | 66.75%-59.4pp | 1370.56%-1363.2pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,483 | $2,736-9.3% | $4,527-45.2% | $4,350-42.9% |
| Admin fee / account holder | $1,921 | $2,215-13.3% | $6,165-68.8% | $1,946-1.3% |