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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 | $18,262 | $75,541-75.8% | $152,093-88.0% | $82,637-77.9% |
| Participation rate | 64.7% | 66.5%-1.8pp | 77.8%-13.1pp | 68.1%-3.3pp |
| Annual return | 8.50% | 32.56%-24.1pp | 66.36%-57.9pp | 53.51%-45.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,088 | $3,206-3.7% | $5,451-43.4% | $4,126-25.2% |
| Admin fee / account holder | $2,999 | $6,405-53.2% | $14,497-79.3% | $7,339-59.1% |