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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 | $19,096 | $107,941-82.3% | $91,994-79.2% | $152,909-87.5% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 2.80% | 89.28%-86.5pp | 69.04%-66.2pp | 345.46%-342.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,950 | $6,366-53.7% | $5,924-50.2% | $5,851-49.6% |
| Admin fee / account holder | $4,910 | $10,521-53.3% | $7,744-36.6% | $11,601-57.7% |