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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 | $23,885 | $57,541-58.5% | $95,728-75.0% | $75,181-68.2% |
| Participation rate | 23.3% | 62.5%-39.3pp | 72.3%-49.0pp | 67.2%-43.9pp |
| Annual return | 10.95% | 34.93%-24.0pp | 28.40%-17.4pp | 160.69%-149.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,204 | $3,074-60.8% | $4,245-71.6% | $4,126-70.8% |
| Admin fee / account holder | $382 | $4,099-90.7% | $5,673-93.3% | $5,650-93.2% |