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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 | $23,667 | $53,128-55.5% | $86,582-72.7% | $70,126-66.3% |
| Participation rate | 19.1% | 65.3%-46.2pp | 73.5%-54.4pp | 69.5%-50.4pp |
| Annual return | 9.42% | 27.66%-18.2pp | 965.08%-955.7pp | 73.15%-63.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,470 | $2,695-45.5% | $3,609-59.3% | $3,332-55.9% |
| Admin fee / account holder | $3,405 | $3,584-5.0% | $4,904-30.6% | $4,645-26.7% |