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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 | $21,725 | $57,590-62.3% | $86,233-74.8% | $82,448-73.6% |
| Participation rate | 41.8% | 57.9%-16.0pp | 69.0%-27.2pp | 68.1%-26.2pp |
| Annual return | 12.58% | 22.41%-9.8pp | 61.39%-48.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,249 | $3,080-59.4% | $4,559-72.6% | $4,139-69.8% |
| Admin fee / account holder | $6,683 | $4,730+41.3% | $8,342-19.9% | $7,234-7.6% |