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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 | $27,400 | $57,590-52.4% | $86,233-68.2% | $82,448-66.8% |
| Participation rate | 44.4% | 57.9%-13.4pp | 69.0%-24.6pp | 68.1%-23.6pp |
| Annual return | 12.17% | 22.41%-10.2pp | 61.39%-49.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,049 | $3,080+128.9% | $4,559+54.6% | $4,139+70.3% |
| Admin fee / account holder | $24,470 | $4,730+417.3% | $8,342+193.3% | $7,234+238.2% |