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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 | $18,190 | $124,314-85.4% | $109,163-83.3% | $167,518-89.1% |
| Participation rate | 22.7% | 79.4%-56.7pp | 75.9%-53.2pp | 82.1%-59.4pp |
| Annual return | -7.46% | 26.04%-33.5pp | 25.75%-33.2pp | 478.71%-486.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,548 | $5,256-51.5% | $4,654-45.2% | $6,342-59.8% |
| Admin fee / account holder | $2,880 | $7,973-63.9% | $6,754-57.4% | $12,312-76.6% |