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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 | $18,386 | $110,093-83.3% | $97,295-81.1% | $145,897-87.4% |
| Participation rate | 47.8% | 75.9%-28.1pp | 72.7%-24.8pp | 80.3%-32.5pp |
| Annual return | 5.83% | 244.76%-238.9pp | 75.62%-69.8pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,240 | $4,678-52.1% | $4,264-47.5% | $6,689-66.5% |
| Admin fee / account holder | $20,391 | $6,212+228.2% | $5,646+261.1% | $13,390+52.3% |