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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 | $24,946 | $77,920-68.0% | $149,723-83.3% | $75,177-66.8% |
| Participation rate | 43.9% | 65.6%-21.7pp | 78.8%-34.9pp | 67.2%-23.3pp |
| Annual return | 7.98% | 31.72%-23.7pp | 134.50%-126.5pp | 160.75%-152.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,187 | $3,411-35.9% | $5,682-61.5% | $4,126-47.0% |
| Admin fee / account holder | $6,996 | $5,951+17.6% | $13,215-47.1% | $5,651+23.8% |