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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 | $24,120 | $57,140-57.8% | $85,240-71.7% | $80,959-70.2% |
| Participation rate | 31.3% | 56.4%-25.1pp | 67.5%-36.2pp | 67.7%-36.3pp |
| Annual return | 9.65% | 21.71%-12.1pp | 66.75%-57.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,912 | $3,115-38.6% | $4,527-57.8% | $4,300-55.5% |
| Admin fee / account holder | $5,799 | $4,992+16.2% | $6,165-5.9% | $6,925-16.3% |