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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 | $23,291 | $22,602+3.1% | $65,583-64.5% | $75,177-69.0% |
| Participation rate | 27.6% | 63.1%-35.5pp | 65.0%-37.4pp | 67.2%-39.6pp |
| Annual return | 13.18% | 71.13%-58.0pp | 47.46%-34.3pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,562 | $1,695-7.8% | $2,833-44.8% | $4,126-62.1% |
| Admin fee / account holder | $634 | $1,877-66.2% | $4,112-84.6% | $5,651-88.8% |