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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 | $19,940 | $63,082-68.4% | $81,716-75.6% | $79,852-75.0% |
| Participation rate | 50.0% | 67.5%-17.5pp | 72.0%-22.0pp | 69.6%-19.6pp |
| Annual return | 4.11% | 22.66%-18.6pp | 29.49%-25.4pp | 31.72%-27.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,154 | $2,780-58.5% | $7,108-83.8% | $3,740-69.1% |
| Admin fee / account holder | $9,423 | $4,428+112.8% | $5,159+82.6% | $5,306+77.6% |