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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 | $19,572 | $56,134-65.1% | $96,192-79.7% | $85,851-77.2% |
| Participation rate | 32.3% | 56.7%-24.5pp | 68.4%-36.2pp | 69.3%-37.1pp |
| Annual return | 2.84% | 42.30%-39.5pp | 192.09%-189.2pp | 318.63%-315.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,891 | $2,858-33.8% | $4,351-56.5% | $3,952-52.2% |
| Admin fee / account holder | $2,599 | $3,769-31.0% | $5,539-53.1% | $6,261-58.5% |