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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 | $26,537 | $76,407-65.3% | $150,298-82.3% | $82,448-67.8% |
| Participation rate | 52.4% | 66.4%-14.0pp | 77.8%-25.4pp | 68.1%-15.7pp |
| Annual return | 11.64% | 39.99%-28.4pp | 62.79%-51.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,001 | $3,214-37.7% | $5,453-63.3% | $4,139-51.7% |
| Admin fee / account holder | $1,047 | $6,352-83.5% | $14,116-92.6% | $7,234-85.5% |