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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 | $22,339 | $69,541-67.9% | $59,899-62.7% | $135,380-83.5% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.7%-33.8pp | 82.6%-41.7pp |
| Annual return | -9.20% | 7.95%-17.1pp | 3.46%-12.7pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,455 | $4,206-41.6% | $3,402-27.8% | $5,609-56.2% |
| Admin fee / account holder | $1,037 | $5,737-81.9% | $3,592-71.1% | $10,828-90.4% |