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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 | $26,174 | $51,638-49.3% | $68,368-61.7% | $82,448-68.3% |
| Participation rate | 37.9% | 63.6%-25.7pp | 73.8%-35.8pp | 68.1%-30.1pp |
| Annual return | 12.81% | 37.53%-24.7pp | 292.57%-279.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,225 | $2,914-58.0% | $4,123-70.3% | $4,139-70.4% |
| Admin fee / account holder | $11,992 | $4,643+158.3% | $5,150+132.9% | $7,234+65.8% |