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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 | $23,547 | $61,125-61.5% | $94,057-75.0% | $87,485-73.1% |
| Participation rate | 17.0% | 64.1%-47.0pp | 73.3%-56.3pp | 68.9%-51.9pp |
| Annual return | 11.36% | 35.20%-23.8pp | 480.62%-469.3pp | 26.06%-14.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $962 | $3,260-70.5% | $4,709-79.6% | $4,274-77.5% |
| Admin fee / account holder | $2,047 | $5,629-63.6% | $7,244-71.7% | $7,775-73.7% |