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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 | $22,201 | $84,236-73.6% | $170,435-87.0% | $70,126-68.3% |
| Participation rate | 21.5% | 70.8%-49.3pp | 83.6%-62.1pp | 69.5%-48.0pp |
| Annual return | 10.03% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $973 | $3,086-68.5% | $4,939-80.3% | $3,332-70.8% |
| Admin fee / account holder | $1,117 | $5,698-80.4% | $13,881-92.0% | $4,645-76.0% |