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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 | $25,034 | $85,766-70.8% | $136,298-81.6% | $70,126-64.3% |
| Participation rate | 65.5% | 74.2%-8.6pp | 81.9%-16.4pp | 69.5%-4.0pp |
| Annual return | 5.52% | 31.46%-25.9pp | 5156.27%-5150.7pp | 73.15%-67.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,625 | $5,051-48.0% | $6,247-58.0% | $3,332-21.2% |
| Admin fee / account holder | $2,231 | $5,421-58.8% | $9,244-75.9% | $4,645-52.0% |