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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 | $22,688 | $55,470-59.1% | $155,556-85.4% | $74,478-69.5% |
| Participation rate | 19.5% | 61.9%-42.4pp | 78.2%-58.8pp | 67.2%-47.8pp |
| Annual return | 10.35% | 269.80%-259.5pp | 64.84%-54.5pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,073 | $2,838-62.2% | $5,631-81.0% | $4,350-75.3% |
| Admin fee / account holder | $493 | $1,744-71.7% | $15,885-96.9% | $1,946-74.7% |