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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 | $23,481 | $91,198-74.3% | $178,503-86.8% | $79,856-70.6% |
| Participation rate | 20.0% | 69.2%-49.2pp | 81.9%-61.9pp | 69.6%-49.6pp |
| Annual return | 8.71% | 24.20%-15.5pp | 151.12%-142.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,066 | $3,237-67.1% | $5,202-79.5% | $3,741-71.5% |
| Admin fee / account holder | $13,787 | $6,748+104.3% | $13,987-1.4% | $5,306+159.8% |