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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 | $25,228 | $29,051-13.2% | $52,425-51.9% | $67,986-62.9% |
| Participation rate | 30.9% | 30.4%+0.4pp | 55.6%-24.8pp | 57.2%-26.3pp |
| Annual return | 13.86% | 24.00%-10.1pp | 302.12%-288.3pp | 31.67%-17.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $713 | $873-18.4% | $1,790-60.2% | $3,358-78.8% |
| Admin fee / account holder | $2,112 | $2,1130% | $2,495-15.3% | $3,203-34.1% |