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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 | $26,935 | $77,638-65.3% | $156,551-82.8% | $62,881-57.2% |
| Participation rate | 54.6% | 71.2%-16.6pp | 84.0%-29.4pp | 69.3%-14.7pp |
| Annual return | 3.13% | 50.33%-47.2pp | 32.23%-29.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $980 | $3,046-67.8% | $4,871-79.9% | $3,203-69.4% |
| Admin fee / account holder | $424 | $5,561-92.4% | $13,028-96.7% | $4,296-90.1% |