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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 | $24,539 | $59,839-59.0% | $81,988-70.1% | $79,858-69.3% |
| Participation rate | 40.9% | 61.6%-20.7pp | 69.3%-28.3pp | 69.6%-28.7pp |
| Annual return | 6.53% | 17.56%-11.0pp | 41.31%-34.8pp | 31.72%-25.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,228 | $2,695-54.5% | $3,722-67.0% | $3,740-67.2% |
| Admin fee / account holder | $23,684 | $4,287+452.4% | $5,665+318.1% | $5,306+346.4% |