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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 | $20,855 | $60,128-65.3% | $90,440-76.9% | $79,852-73.9% |
| Participation rate | 26.3% | 65.0%-38.7pp | 72.7%-46.4pp | 69.6%-43.3pp |
| Annual return | 6.93% | 71.95%-65.0pp | 1294.38%-1287.4pp | 31.72%-24.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $787 | $2,939-73.2% | $3,964-80.1% | $3,740-78.9% |
| Admin fee / account holder | $765 | $3,977-80.8% | $5,615-86.4% | $5,306-85.6% |