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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 | $23,922 | $27,800-14.0% | $58,544-59.1% | $71,495-66.5% |
| Participation rate | 27.5% | 34.6%-7.1pp | 50.9%-23.4pp | 67.9%-40.4pp |
| Annual return | 11.85% | 26.80%-14.9pp | 4249.56%-4237.7pp | 28.85%-17.0pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $854 | $1,208-29.3% | $1,923-55.6% | $4,291-80.1% |
| Admin fee / account holder | $7,235 | $1,637+341.9% | $2,520+187.1% | $1,588+355.7% |