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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 | $27,048 | $51,638-47.6% | $68,368-60.4% | $82,448-67.2% |
| Participation rate | 25.5% | 63.6%-38.1pp | 73.8%-48.3pp | 68.1%-42.6pp |
| Annual return | 8.95% | 37.53%-28.6pp | 292.57%-283.6pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,994 | $2,914-31.6% | $4,123-51.6% | $4,139-51.8% |
| Admin fee / account holder | $16,638 | $4,643+258.3% | $5,150+223.1% | $7,234+130.0% |