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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 | $19,142 | $58,311-67.2% | $81,882-76.6% | $80,959-76.4% |
| Participation rate | 32.4% | 63.5%-31.1pp | 72.4%-40.0pp | 67.7%-35.3pp |
| Annual return | 9.74% | 41.85%-32.1pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,497 | $3,287-54.5% | $4,323-65.4% | $4,300-65.2% |
| Admin fee / account holder | $1,772 | $4,752-62.7% | $7,360-75.9% | $6,925-74.4% |