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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 | $25,120 | $64,359-61.0% | $90,161-72.1% | $70,126-64.2% |
| Participation rate | 53.3% | 70.4%-17.1pp | 76.9%-23.5pp | 69.5%-16.2pp |
| Annual return | 11.19% | 28.13%-16.9pp | 34.89%-23.7pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,793 | $4,389+32.0% | $5,287+9.6% | $3,332+73.9% |
| Admin fee / account holder | $4,594 | $3,945+16.4% | $5,943-22.7% | $4,645-1.1% |