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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 | $22,612 | $87,166-74.1% | $76,735-70.5% | $137,256-83.5% |
| Participation rate | 21.4% | 74.4%-52.9pp | 69.5%-48.1pp | 80.0%-58.5pp |
| Annual return | 7.39% | 26.50%-19.1pp | 29.77%-22.4pp | 220.34%-213.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,184 | $4,726-74.9% | $4,088-71.0% | $6,407-81.5% |
| Admin fee / account holder | $47,547 | $8,403+465.8% | $7,189+561.4% | $12,270+287.5% |