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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 | $21,259 | $54,541-61.0% | $78,778-73.0% | $70,126-69.7% |
| Participation rate | 27.8% | 60.8%-33.0pp | 69.2%-41.4pp | 69.5%-41.8pp |
| Annual return | 9.96% | 21.07%-11.1pp | 35.62%-25.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,101 | $2,210-50.2% | $2,958-62.8% | $3,332-67.0% |
| Admin fee / account holder | $881 | $3,709-76.2% | $5,134-82.8% | $4,645-81.0% |