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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 | $20,318 | $48,053-57.7% | $84,637-76.0% | $72,976-72.2% |
| Participation rate | 27.1% | 57.6%-30.4pp | 68.2%-41.1pp | 69.5%-42.3pp |
| Annual return | 2.64% | 37.39%-34.7pp | 258.82%-256.2pp | 81.02%-78.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $808 | $2,681-69.9% | $3,900-79.3% | $3,608-77.6% |
| Admin fee / account holder | $10,137 | $3,395+198.5% | $4,914+106.3% | $5,124+97.8% |