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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 | $27,365 | $183,516-85.1% | $155,534-82.4% | $145,884-81.2% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 2.80% | 61.43%-58.6pp | 64.92%-62.1pp | 551.85%-549.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,024 | $6,467-68.7% | $5,630-64.1% | $6,690-69.7% |
| Admin fee / account holder | $6,797 | $19,293-64.8% | $15,900-57.3% | $13,392-49.2% |