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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 | $21,372 | $45,087-52.6% | $69,483-69.2% | $72,976-70.7% |
| Participation rate | 23.0% | 68.5%-45.5pp | 74.6%-51.6pp | 69.5%-46.5pp |
| Annual return | 0.76% | 22.67%-21.9pp | 28.99%-28.2pp | 81.02%-80.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,393 | $2,603-46.5% | $3,537-60.6% | $3,608-61.4% |
| Admin fee / account holder | $1,358 | $3,057-55.6% | $3,841-64.6% | $5,124-73.5% |