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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 | $23,920 | $55,930-57.2% | $76,089-68.6% | $80,925-70.4% |
| Participation rate | 38.1% | 62.1%-24.0pp | 69.1%-31.0pp | 67.7%-29.6pp |
| Annual return | -11.14% | 20.58%-31.7pp | 360.94%-372.1pp | 35.65%-46.8pp |
| Employer contribution / active EE | $200 | $1,866-89.3% | $2,690-92.6% | $2,756-92.8% |
| Participant deferral / active EE | $1,900 | $3,051-37.7% | $4,259-55.4% | $4,299-55.8% |
| Admin fee / account holder | $2,472 | $5,241-52.8% | $6,418-61.5% | $6,940-64.4% |