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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 | $20,633 | $52,279-60.5% | $89,400-76.9% | $79,858-74.2% |
| Participation rate | 51.9% | 57.5%-5.7pp | 68.0%-16.1pp | 69.6%-17.8pp |
| Annual return | 9.49% | 22.16%-12.7pp | 245.64%-236.1pp | 31.72%-22.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $974 | $2,740-64.5% | $3,890-75.0% | $3,740-74.0% |
| Admin fee / account holder | $6,523 | $3,356+94.4% | $4,882+33.6% | $5,306+22.9% |