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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 | $22,217 | $53,128-58.2% | $86,582-74.3% | $70,126-68.3% |
| Participation rate | 48.8% | 65.3%-16.5pp | 73.5%-24.8pp | 69.5%-20.8pp |
| Annual return | 11.76% | 27.66%-15.9pp | 965.08%-953.3pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,366 | $2,695+24.9% | $3,609-6.7% | $3,332+1.0% |
| Admin fee / account holder | $4,339 | $3,584+21.1% | $4,904-11.5% | $4,645-6.6% |