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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 | $28,364 | $55,889-49.2% | $76,119-62.7% | $80,935-65.0% |
| Participation rate | 48.2% | 62.1%-13.9pp | 69.1%-20.9pp | 67.7%-19.5pp |
| Annual return | 9.85% | 20.58%-10.7pp | 361.25%-351.4pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1 | $1,866-99.9% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,240 | $3,051-59.4% | $4,259-70.9% | $4,299-71.2% |
| Admin fee / account holder | $5,012 | $5,241-4.4% | $6,421-22.0% | $6,924-27.6% |