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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 | $22,707 | $84,236-73.0% | $170,435-86.7% | $70,126-67.6% |
| Participation rate | 55.2% | 70.8%-15.7pp | 83.6%-28.4pp | 69.5%-14.4pp |
| Annual return | 4.81% | 23.06%-18.2pp | 205.94%-201.1pp | 73.15%-68.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,343 | $3,086-56.5% | $4,939-72.8% | $3,332-59.7% |
| Admin fee / account holder | $360 | $5,698-93.7% | $13,881-97.4% | $4,645-92.3% |