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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 | $23,000 | $39,162-41.3% | $100,671-77.2% | $59,633-61.4% |
| Participation rate | 52.9% | 55.9%-2.9pp | 70.7%-17.8pp | 68.7%-15.7pp |
| Annual return | -3.23% | 21.07%-24.3pp | 20.43%-23.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $129 | $1,151-88.8% | $4,012-96.8% | $2,203-94.1% |
| Participant deferral / active EE | $1,917 | $1,992-3.7% | $3,144-39.0% | $3,192-39.9% |
| Admin fee / account holder | $5,970 | $2,969+101.0% | $4,850+23.1% | $4,297+38.9% |