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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 | $24,122 | $54,763-56.0% | $90,324-73.3% | $72,976-66.9% |
| Participation rate | 18.5% | 65.2%-46.6pp | 73.3%-54.8pp | 69.5%-51.0pp |
| Annual return | 4.48% | 30.63%-26.2pp | 78.15%-73.7pp | 81.02%-76.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $984 | $2,887-65.9% | $3,885-74.7% | $3,608-72.7% |
| Admin fee / account holder | $15,611 | $3,973+292.9% | $5,356+191.5% | $5,124+204.7% |