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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 | $25,860 | $52,580-50.8% | $71,671-63.9% | $70,124-63.1% |
| Participation rate | 40.7% | 60.9%-20.1pp | 68.7%-28.0pp | 69.5%-28.8pp |
| Annual return | 10.86% | 20.25%-9.4pp | 20.65%-9.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,325 | $2,386-44.5% | $3,438-61.5% | $3,332-60.2% |
| Admin fee / account holder | $2,699 | $3,653-26.1% | $5,558-51.4% | $4,645-41.9% |