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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 | $23,214 | $41,377-43.9% | $109,313-78.8% | $62,881-63.1% |
| Participation rate | 22.2% | 57.5%-35.3pp | 71.3%-49.0pp | 69.3%-47.1pp |
| Annual return | -8.57% | 11.05%-19.6pp | 22.07%-30.6pp | 20.14%-28.7pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,487 | $2,045+21.6% | $3,166-21.5% | $3,203-22.4% |
| Admin fee / account holder | $2,061 | $2,884-28.6% | $5,666-63.6% | $4,296-52.0% |