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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 | $21,883 | $79,449-72.5% | $189,558-88.5% | $85,856-74.5% |
| Participation rate | 51.9% | 66.0%-14.1pp | 78.5%-26.6pp | 69.3%-17.5pp |
| Annual return | 11.37% | 18.45%-7.1pp | 64.19%-52.8pp | 318.58%-307.2pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,061 | $4,051-49.1% | $6,174-66.6% | $3,952-47.8% |
| Admin fee / account holder | $2,559 | $5,377-52.4% | $9,809-73.9% | $6,261-59.1% |