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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 | $24,063 | $55,453-56.6% | $170,435-85.9% | $62,293-61.4% |
| Participation rate | 65.0% | 66.4%-1.4pp | 83.6%-18.6pp | 69.5%-4.5pp |
| Annual return | 11.32% | 21.38%-10.1pp | 205.94%-194.6pp | 28.90%-17.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,111 | $2,303-51.7% | $4,939-77.5% | $3,169-64.9% |
| Admin fee / account holder | $2,215 | $455+386.8% | $13,881-84.0% | $479+362.1% |