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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 | $57,061-57.7% | $85,063-71.6% | $80,911-70.2% |
| Participation rate | 31.3% | 56.3%-25.0pp | 67.5%-36.2pp | 67.6%-36.3pp |
| Annual return | 9.65% | 21.66%-12.0pp | 66.54%-56.9pp | 35.63%-26.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,912 | $3,110-38.5% | $4,523-57.7% | $4,297-55.5% |
| Admin fee / account holder | $5,799 | $4,986+16.3% | $6,155-5.8% | $6,935-16.4% |