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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 | $18,464 | $78,690-76.5% | $161,489-88.6% | $87,485-78.9% |
| Participation rate | 51.5% | 67.5%-15.9pp | 78.7%-27.2pp | 68.9%-17.4pp |
| Annual return | 7.23% | 32.74%-25.5pp | 89.72%-82.5pp | 26.06%-18.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,876 | $3,311-43.3% | $5,630-66.7% | $4,274-56.1% |
| Admin fee / account holder | $1,744 | $6,724-74.1% | $16,006-89.1% | $7,775-77.6% |