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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 | $21,984 | $84,236-73.9% | $170,439-87.1% | $70,124-68.7% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.5pp | 69.5%-21.4pp |
| Annual return | 11.19% | 23.06%-11.9pp | 205.94%-194.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,408 | $3,086-54.4% | $4,939-71.5% | $3,332-57.7% |
| Admin fee / account holder | $3,967 | $5,698-30.4% | $13,881-71.4% | $4,645-14.6% |