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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 | $19,591 | $48,337-59.5% | $67,560-71.0% | $80,959-75.8% |
| Participation rate | 37.5% | 66.4%-28.9pp | 72.9%-35.4pp | 67.7%-30.2pp |
| Annual return | 3.92% | 18.26%-14.3pp | 3533.50%-3529.6pp | 35.67%-31.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,154 | $2,928-60.6% | $4,004-71.2% | $4,300-73.2% |
| Admin fee / account holder | $411 | $3,695-88.9% | $3,994-89.7% | $6,925-94.1% |