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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 | $23,557 | $84,236-72.0% | $170,435-86.2% | $70,126-66.4% |
| Participation rate | 63.6% | 70.8%-7.2pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 9.27% | 23.06%-13.8pp | 205.94%-196.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $966 | $3,086-68.7% | $4,939-80.4% | $3,332-71.0% |
| Admin fee / account holder | $2,236 | $5,698-60.8% | $13,881-83.9% | $4,645-51.9% |