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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 | $24,158 | $52,678-54.1% | $75,784-68.1% | $59,633-59.5% |
| Participation rate | 54.9% | 67.2%-12.3pp | 75.8%-20.9pp | 68.7%-13.7pp |
| Annual return | -3.13% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,866 | $2,591+10.6% | $3,652-21.5% | $3,192-10.2% |
| Admin fee / account holder | $1,262 | $3,610-65.0% | $5,300-76.2% | $4,297-70.6% |