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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 | $18,545 | $101,063-81.7% | $81,473-77.2% | $147,586-87.4% |
| Participation rate | 23.8% | 74.5%-50.6pp | 68.0%-44.1pp | 82.8%-59.0pp |
| Annual return | 5.81% | 32.41%-26.6pp | 38.78%-33.0pp | 578.59%-572.8pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,473 | $4,242-41.7% | $3,537-30.1% | $5,439-54.5% |
| Admin fee / account holder | $1,962 | $5,812-66.2% | $4,561-57.0% | $10,886-82.0% |