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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 | $23,868 | $79,449-70.0% | $189,575-87.4% | $85,847-72.2% |
| Participation rate | 25.6% | 66.0%-40.4pp | 78.4%-52.9pp | 69.3%-43.7pp |
| Annual return | 2.21% | 18.45%-16.2pp | 64.19%-62.0pp | 318.61%-316.4pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,341 | $4,051-42.2% | $6,174-62.1% | $3,952-40.8% |
| Admin fee / account holder | $2,035 | $5,377-62.2% | $9,806-79.2% | $6,261-67.5% |