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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 | $20,788 | $29,319-29.1% | $52,425-60.3% | $82,448-74.8% |
| Participation rate | 25.9% | 46.9%-21.0pp | 55.6%-29.8pp | 68.1%-42.2pp |
| Annual return | 2.83% | 535.20%-532.4pp | 302.12%-299.3pp | 41.64%-38.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,775 | $1,171+136.9% | $1,790+55.0% | $4,139-33.0% |
| Admin fee / account holder | $2,827 | $1,962+44.1% | $2,495+13.3% | $7,234-60.9% |