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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 | $25,403 | $81,358-68.8% | $155,556-83.7% | $80,959-68.6% |
| Participation rate | 36.5% | 66.3%-29.7pp | 78.2%-41.7pp | 67.7%-31.1pp |
| Annual return | 8.41% | 33.39%-25.0pp | 64.84%-56.4pp | 35.67%-27.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $954 | $3,455-72.4% | $5,631-83.0% | $4,300-77.8% |
| Admin fee / account holder | $6,046 | $7,994-24.4% | $15,885-61.9% | $6,925-12.7% |