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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 | $22,132 | $78,015-71.6% | $178,505-87.6% | $80,959-72.7% |
| Participation rate | 30.1% | 65.7%-35.6pp | 77.1%-47.0pp | 67.7%-37.6pp |
| Annual return | 9.68% | 18.10%-8.4pp | 27.16%-17.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,641 | $4,406-62.7% | $6,280-73.9% | $4,300-61.8% |
| Admin fee / account holder | $2,908 | $7,160-59.4% | $10,428-72.1% | $6,925-58.0% |