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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 | $20,293 | $48,364-58.0% | $71,796-71.7% | $62,881-67.7% |
| Participation rate | 30.2% | 60.6%-30.4pp | 69.1%-38.9pp | 69.3%-39.1pp |
| Annual return | -1.45% | 13.16%-14.6pp | 78.04%-79.5pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,295 | $2,091-38.1% | $2,794-53.7% | $3,203-59.6% |
| Admin fee / account holder | $16,232 | $3,771+330.4% | $4,815+237.1% | $4,296+277.9% |