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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 | $19,680 | $76,407-74.2% | $150,298-86.9% | $82,448-76.1% |
| Participation rate | 21.9% | 66.4%-44.5pp | 77.8%-55.9pp | 68.1%-46.2pp |
| Annual return | 12.40% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $993 | $3,214-69.1% | $5,453-81.8% | $4,139-76.0% |
| Admin fee / account holder | $822 | $6,352-87.1% | $14,116-94.2% | $7,234-88.6% |