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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 | $24,115 | $57,073-57.7% | $85,126-71.7% | $80,925-70.2% |
| Participation rate | 18.6% | 56.4%-37.8pp | 67.5%-48.9pp | 67.7%-49.1pp |
| Annual return | 7.73% | 21.69%-14.0pp | 66.63%-58.9pp | 35.65%-27.9pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,794 | $3,113-42.4% | $4,523-60.3% | $4,299-58.3% |
| Admin fee / account holder | $18,891 | $4,988+278.8% | $6,160+206.7% | $6,940+172.2% |