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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 | $18,781 | $57,590-67.4% | $86,233-78.2% | $82,448-77.2% |
| Participation rate | 22.7% | 57.9%-35.1pp | 69.0%-46.3pp | 68.1%-45.3pp |
| Annual return | 9.01% | 22.41%-13.4pp | 61.39%-52.4pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,090 | $3,080-32.1% | $4,559-54.1% | $4,139-49.5% |
| Admin fee / account holder | $1,134 | $4,730-76.0% | $8,342-86.4% | $7,234-84.3% |