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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 | $23,007 | $35,183-34.6% | $73,550-68.7% | $70,126-67.2% |
| Participation rate | 18.4% | 42.9%-24.5pp | 54.9%-36.5pp | 69.5%-51.1pp |
| Annual return | 11.42% | 26.90%-15.5pp | -15.16%+26.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $436 | $1,220-64.3% | $1,804-75.8% | $3,332-86.9% |
| Admin fee / account holder | $5,391 | $2,302+134.2% | $2,320+132.4% | $4,645+16.1% |