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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 | $18,252 | $37,436-51.2% | $77,513-76.5% | $79,858-77.1% |
| Participation rate | 26.4% | 41.5%-15.1pp | 54.2%-27.8pp | 69.6%-43.2pp |
| Annual return | 8.58% | 39.75%-31.2pp | 54.81%-46.2pp | 31.72%-23.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $454 | $1,261-64.0% | $1,861-75.6% | $3,740-87.9% |
| Admin fee / account holder | $4,958 | $2,505+97.9% | $2,859+73.4% | $5,306-6.6% |