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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 | $20,873 | $34,316-39.2% | $74,722-72.1% | $72,975-71.4% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 8.81% | 26.58%-17.8pp | 753.11%-744.3pp | 81.01%-72.2pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,208 | $1,272-5.0% | $1,963-38.5% | $3,608-66.5% |
| Admin fee / account holder | $1,411 | $2,125-33.6% | $3,335-57.7% | $5,124-72.5% |