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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 | $28,258 | $91,198-69.0% | $178,503-84.2% | $79,856-64.6% |
| Participation rate | 31.8% | 69.2%-37.4pp | 81.9%-50.1pp | 69.6%-37.8pp |
| Annual return | 8.56% | 24.20%-15.6pp | 151.12%-142.6pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,397 | $3,237-56.8% | $5,202-73.1% | $3,741-62.7% |
| Admin fee / account holder | $1,051 | $6,748-84.4% | $13,987-92.5% | $5,306-80.2% |