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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 | $26,179 | $91,194-71.3% | $178,486-85.3% | $79,860-67.2% |
| Participation rate | 28.6% | 69.2%-40.6pp | 81.9%-53.4pp | 69.6%-41.1pp |
| Annual return | 7.41% | 24.19%-16.8pp | 151.08%-143.7pp | 31.72%-24.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,184 | $3,236-63.4% | $5,202-77.2% | $3,740-68.4% |
| Admin fee / account holder | $1,360 | $6,751-79.8% | $13,985-90.3% | $5,306-74.4% |