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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 | $22,591 | $63,861-64.6% | $104,639-78.4% | $79,856-71.7% |
| Participation rate | 50.0% | 64.9%-14.9pp | 74.1%-24.1pp | 69.6%-19.6pp |
| Annual return | 7.46% | 21.30%-13.8pp | 340.67%-333.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,122 | $2,693+53.0% | $3,738+10.3% | $3,741+10.2% |
| Admin fee / account holder | $29,247 | $4,185+598.9% | $6,465+352.4% | $5,306+451.2% |