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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 | $22,265 | $53,128-58.1% | $86,581-74.3% | $70,124-68.2% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 6.33% | 27.66%-21.3pp | 965.06%-958.7pp | 73.14%-66.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,084 | $2,695-59.8% | $3,609-70.0% | $3,332-67.5% |
| Admin fee / account holder | $812 | $3,584-77.3% | $4,904-83.4% | $4,645-82.5% |