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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 | $20,462 | $62,549-67.3% | $85,705-76.1% | $85,851-76.2% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.9%-9.3pp | 69.3%-8.7pp |
| Annual return | 5.06% | 23.77%-18.7pp | 21.49%-16.4pp | 318.63%-313.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,075 | $2,802-61.6% | $3,924-72.6% | $3,952-72.8% |
| Admin fee / account holder | $12,694 | $4,644+173.4% | $6,877+84.6% | $6,261+102.8% |