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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 | $77,814-65.9% | $158,223-83.2% | $86,983-69.5% |
| Participation rate | 52.4% | 68.4%-16.0pp | 79.2%-26.8pp | 69.5%-17.2pp |
| Annual return | 11.64% | 30.54%-18.9pp | 52.09%-40.5pp | 25.83%-14.2pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,001 | $3,270-38.8% | $5,467-63.4% | $4,194-52.3% |
| Admin fee / account holder | $1,047 | $5,879-82.2% | $16,047-93.5% | $7,856-86.7% |