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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 | $22,392 | $77,638-71.2% | $156,551-85.7% | $62,881-64.4% |
| Participation rate | 51.7% | 71.2%-19.5pp | 84.0%-32.3pp | 69.3%-17.6pp |
| Annual return | 1.08% | 50.33%-49.2pp | 32.23%-31.1pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $902 | $3,046-70.4% | $4,871-81.5% | $3,203-71.9% |
| Admin fee / account holder | $1,399 | $5,561-74.8% | $13,028-89.3% | $4,296-67.4% |