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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 | $24,052 | $55,684-56.8% | $75,900-68.3% | $72,976-67.0% |
| Participation rate | 33.8% | 61.1%-27.3pp | 69.3%-35.5pp | 69.5%-35.7pp |
| Annual return | 16.12% | 27.60%-11.5pp | 30.73%-14.6pp | 81.02%-64.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,936 | $2,634-26.5% | $3,604-46.3% | $3,608-46.3% |
| Admin fee / account holder | $9,768 | $3,981+145.4% | $5,421+80.2% | $5,124+90.6% |