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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 | $23,560 | $51,466-54.2% | $78,778-70.1% | $62,293-62.2% |
| Participation rate | 8.2% | 59.8%-51.6pp | 69.2%-61.0pp | 69.5%-61.3pp |
| Annual return | 3.55% | 19.96%-16.4pp | 35.62%-32.1pp | 28.90%-25.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,388 | $2,147-35.4% | $2,958-53.1% | $3,169-56.2% |
| Admin fee / account holder | $8,251 | $489+1586.1% | $5,134+60.7% | $479+1621.3% |