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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 | $22,089 | $29,051-24.0% | $52,425-57.9% | $67,986-67.5% |
| Participation rate | 12.2% | 30.4%-18.2pp | 55.6%-43.4pp | 57.2%-45.0pp |
| Annual return | 3.12% | 24.00%-20.9pp | 302.12%-299.0pp | 31.67%-28.5pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $577 | $873-33.9% | $1,790-67.8% | $3,358-82.8% |
| Admin fee / account holder | $2,481 | $2,113+17.4% | $2,495-0.6% | $3,203-22.5% |