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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 | $22,221 | $48,053-53.8% | $84,628-73.7% | $72,975-69.6% |
| Participation rate | 18.2% | 57.6%-39.4pp | 68.2%-50.1pp | 69.5%-51.3pp |
| Annual return | 8.93% | 37.39%-28.5pp | 258.80%-249.9pp | 81.01%-72.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $868 | $2,681-67.6% | $3,900-77.7% | $3,608-75.9% |
| Admin fee / account holder | $6,420 | $3,395+89.1% | $4,914+30.6% | $5,124+25.3% |