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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 | $20,575 | $72,177-71.5% | $115,037-82.1% | $59,633-65.5% |
| Participation rate | 56.0% | 72.6%-16.6pp | 81.4%-25.4pp | 68.7%-12.7pp |
| Annual return | -3.42% | 12.02%-15.4pp | 26.14%-29.6pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,796 | $4,783-41.5% | $6,026-53.6% | $3,192-12.4% |
| Admin fee / account holder | $3,013 | $4,927-38.8% | $8,175-63.1% | $4,297-29.9% |