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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 | $23,109 | $63,703-63.7% | $93,063-75.2% | $82,448-72.0% |
| Participation rate | 58.1% | 63.8%-5.8pp | 72.1%-14.0pp | 68.1%-10.0pp |
| Annual return | 8.85% | -775.43%+784.3pp | 34.15%-25.3pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,184 | $2,919-59.5% | $3,958-70.1% | $4,139-71.4% |
| Admin fee / account holder | $12,909 | $5,982+115.8% | $6,033+114.0% | $7,234+78.4% |