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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 | $48,284-59.4% | $67,524-71.0% | $80,911-75.8% |
| Participation rate | 37.5% | 66.4%-28.9pp | 72.9%-35.4pp | 67.6%-30.1pp |
| Annual return | 3.92% | 18.27%-14.3pp | 3519.41%-3515.5pp | 35.63%-31.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,154 | $2,927-60.6% | $4,001-71.2% | $4,297-73.1% |
| Admin fee / account holder | $411 | $3,688-88.9% | $4,001-89.7% | $6,935-94.1% |