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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 | $109,967-83.3% | $97,197-81.1% | $145,877-87.4% |
| Participation rate | 47.8% | 76.0%-28.1pp | 72.7%-24.9pp | 80.3%-32.5pp |
| Annual return | 5.83% | 244.27%-238.4pp | 75.47%-69.6pp | 551.28%-545.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,240 | $4,676-52.1% | $4,263-47.5% | $6,691-66.5% |
| Admin fee / account holder | $20,391 | $6,199+228.9% | $5,637+261.7% | $13,402+52.1% |