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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 | $20,103 | $91,167-77.9% | $178,498-88.7% | $79,858-74.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 9.30% | 24.19%-14.9pp | 151.09%-141.8pp | 31.72%-22.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,583 | $3,236-51.1% | $5,202-69.6% | $3,740-57.7% |
| Admin fee / account holder | $5,077 | $6,747-24.8% | $13,985-63.7% | $5,306-4.3% |