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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 | $27,791 | $106,524-73.9% | $152,301-81.8% | $87,485-68.2% |
| Participation rate | 55.3% | 75.8%-20.5pp | 82.4%-27.2pp | 68.9%-13.7pp |
| Annual return | 13.26% | 26.89%-13.6pp | 80.50%-67.2pp | 26.06%-12.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,766 | $6,525-57.6% | $8,004-65.4% | $4,274-35.3% |
| Admin fee / account holder | $1,514 | $8,287-81.7% | $14,398-89.5% | $7,775-80.5% |