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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 | $20,871 | $49,976-58.2% | $66,674-68.7% | $82,637-74.7% |
| Participation rate | 25.8% | 63.1%-37.3pp | 73.7%-47.9pp | 68.1%-42.3pp |
| Annual return | 7.58% | 39.09%-31.5pp | 321.24%-313.7pp | 53.51%-45.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,538 | $2,847-46.0% | $4,084-62.4% | $4,126-62.7% |
| Admin fee / account holder | $13,029 | $4,594+183.6% | $5,098+155.6% | $7,339+77.5% |