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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 | $20,205 | $108,882-81.4% | $96,754-79.1% | $154,746-86.9% |
| Participation rate | 38.1% | 75.1%-37.0pp | 70.3%-32.2pp | 80.7%-42.6pp |
| Annual return | 4.75% | 98.39%-93.6pp | 82.04%-77.3pp | 172.34%-167.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,431 | $5,323-73.1% | $4,758-69.9% | $6,730-78.7% |
| Admin fee / account holder | $17,109 | $10,200+67.7% | $8,905+92.1% | $14,365+19.1% |