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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 | $20,329 | $106,008-80.8% | $92,240-78.0% | $147,586-86.2% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 2.28% | 50.05%-47.8pp | 176.29%-174.0pp | 578.59%-576.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,025 | $4,478-54.8% | $3,897-48.0% | $5,439-62.8% |
| Admin fee / account holder | $1,525 | $6,333-75.9% | $5,194-70.6% | $10,886-86.0% |