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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 | $22,430 | $48,053-53.3% | $84,628-73.5% | $72,975-69.3% |
| Participation rate | 26.7% | 57.6%-30.9pp | 68.2%-41.6pp | 69.5%-42.8pp |
| Annual return | 10.38% | 37.39%-27.0pp | 258.80%-248.4pp | 81.01%-70.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $788 | $2,681-70.6% | $3,900-79.8% | $3,608-78.2% |
| Admin fee / account holder | $19,379 | $3,395+470.7% | $4,914+294.4% | $5,124+278.2% |