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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 | $109,904-83.3% | $97,167-81.1% | $145,959-87.4% |
| Participation rate | 47.8% | 75.9%-28.1pp | 72.7%-24.9pp | 80.3%-32.5pp |
| Annual return | 5.83% | 243.43%-237.6pp | 75.27%-69.4pp | 561.95%-556.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,240 | $4,676-52.1% | $4,264-47.5% | $6,689-66.5% |
| Admin fee / account holder | $20,391 | $6,216+228.0% | $5,650+260.9% | $13,398+52.2% |