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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 | $24,318 | $76,407-68.2% | $150,298-83.8% | $82,448-70.5% |
| Participation rate | 19.4% | 66.4%-47.0pp | 77.8%-58.4pp | 68.1%-48.7pp |
| Annual return | 5.36% | 39.99%-34.6pp | 62.79%-57.4pp | 41.64%-36.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,753 | $3,214-45.5% | $5,453-67.8% | $4,139-57.6% |
| Admin fee / account holder | $12,577 | $6,352+98.0% | $14,116-10.9% | $7,234+73.8% |