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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 | $22,171 | $68,681-67.7% | $86,615-74.4% | $85,847-74.2% |
| Participation rate | 20.5% | 66.4%-45.8pp | 71.6%-51.1pp | 69.3%-48.8pp |
| Annual return | 9.13% | 20.12%-11.0pp | 63.51%-54.4pp | 318.61%-309.5pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,284 | $2,919-56.0% | $3,699-65.3% | $3,952-67.5% |
| Admin fee / account holder | $643 | $5,974-89.2% | $5,830-89.0% | $6,261-89.7% |