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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 | $16,637 | $49,255-66.2% | $70,494-76.4% | $79,856-79.2% |
| Participation rate | 66.1% | 69.2%-3.1pp | 75.1%-9.0pp | 69.6%-3.6pp |
| Annual return | 3.48% | 30.10%-26.6pp | 109.16%-105.7pp | 31.71%-28.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,878 | $2,768-32.2% | $3,711-49.4% | $3,741-49.8% |
| Admin fee / account holder | $1,252 | $2,879-56.5% | $3,848-67.5% | $5,306-76.4% |