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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 | $28,624-27.4% | $53,647-61.2% | $82,637-74.8% |
| Participation rate | 25.9% | 47.3%-21.4pp | 56.3%-30.4pp | 68.1%-42.2pp |
| Annual return | 2.83% | 664.98%-662.2pp | 358.33%-355.5pp | 53.51%-50.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,775 | $1,196+132.0% | $1,813+53.0% | $4,126-32.7% |
| Admin fee / account holder | $2,827 | $2,022+39.9% | $2,460+14.9% | $7,339-61.5% |