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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 | $33,021 | $70,684-53.3% | $169,397-80.5% | $75,177-56.1% |
| Participation rate | 14.8% | 64.8%-50.0pp | 77.2%-62.4pp | 67.2%-52.4pp |
| Annual return | 9.26% | 36.38%-27.1pp | 406.23%-397.0pp | 160.75%-151.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,076 | $4,310-51.8% | $6,223-66.6% | $4,126-49.7% |
| Admin fee / account holder | $26,730 | $5,404+394.6% | $9,017+196.4% | $5,651+373.0% |