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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 | $21,499 | $50,082-57.1% | $93,515-77.0% | $79,856-73.1% |
| Participation rate | 41.8% | 60.9%-19.2pp | 66.8%-25.1pp | 69.6%-27.9pp |
| Annual return | 10.73% | 24.59%-13.9pp | 78.21%-67.5pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,077-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,029 | $2,212-53.5% | $3,129-67.1% | $3,741-72.5% |
| Admin fee / account holder | $5,404 | $3,454+56.5% | $5,235+3.2% | $5,306+1.8% |