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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 | $77,814-76.5% | $158,223-88.5% | $86,983-79.0% |
| Participation rate | 64.7% | 68.4%-3.7pp | 79.2%-14.5pp | 69.5%-4.8pp |
| Annual return | 8.50% | 30.54%-22.0pp | 52.09%-43.6pp | 25.83%-17.3pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,088 | $3,270-5.6% | $5,467-43.5% | $4,194-26.4% |
| Admin fee / account holder | $2,999 | $5,879-49.0% | $16,047-81.3% | $7,856-61.8% |