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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 | $22,906 | $52,903-56.7% | $73,309-68.8% | $59,632-61.6% |
| Participation rate | 44.4% | 68.2%-23.8pp | 74.9%-30.5pp | 68.7%-24.2pp |
| Annual return | -6.43% | 12.20%-18.6pp | 5.67%-12.1pp | 2041.32%-2047.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,306 | $4,069-18.7% | $4,991-33.8% | $3,192+3.6% |
| Admin fee / account holder | $1,294 | $3,834-66.2% | $5,637-77.0% | $4,297-69.9% |