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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 | $22,730 | $63,342-64.1% | $92,235-75.4% | $70,131-67.6% |
| Participation rate | 31.6% | 68.7%-37.1pp | 76.5%-44.9pp | 69.5%-38.0pp |
| Annual return | 2.68% | 530.15%-527.5pp | 176.28%-173.6pp | 73.14%-70.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,366 | $2,854-52.1% | $3,897-64.9% | $3,332-59.0% |
| Admin fee / account holder | $3,325 | $3,840-13.4% | $5,194-36.0% | $4,645-28.4% |