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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 | $32,371 | $87,132-62.8% | $105,624-69.4% | $80,959-60.0% |
| Participation rate | 68.6% | 70.4%-1.8pp | 75.3%-6.6pp | 67.7%+1.0pp |
| Annual return | 7.62% | 17.03%-9.4pp | 116.20%-108.6pp | 35.67%-28.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,581 | $3,985-35.2% | $5,013-48.5% | $4,300-40.0% |
| Admin fee / account holder | $10,577 | $8,449+25.2% | $10,961-3.5% | $6,925+52.7% |