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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 | $53,293 | $78,690-32.3% | $161,489-67.0% | $87,485-39.1% |
| Participation rate | 17.6% | 67.5%-49.8pp | 78.7%-61.0pp | 68.9%-51.3pp |
| Annual return | 10.81% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,424 | $3,311-26.8% | $5,630-57.0% | $4,274-43.3% |
| Admin fee / account holder | $1,483 | $6,724-77.9% | $16,006-90.7% | $7,775-80.9% |