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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 | $24,460 | $72,177-66.1% | $115,038-78.7% | $59,633-59.0% |
| Participation rate | 27.6% | 72.6%-45.0pp | 81.4%-53.8pp | 68.7%-41.1pp |
| Annual return | -7.64% | 12.02%-19.7pp | 26.14%-33.8pp | 2041.45%-2049.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,216 | $4,783-53.7% | $6,026-63.2% | $3,192-30.6% |
| Admin fee / account holder | $1,144 | $4,927-76.8% | $8,175-86.0% | $4,297-73.4% |