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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 | $25,847 | $54,757-52.8% | $90,300-71.4% | $72,983-64.6% |
| Participation rate | 25.9% | 65.1%-39.2pp | 73.3%-47.3pp | 69.5%-43.6pp |
| Annual return | 15.09% | 30.63%-15.5pp | 78.11%-63.0pp | 81.01%-65.9pp |
| Employer contribution / active EE | $22 | $2,092-98.9% | $2,854-99.2% | $2,440-99.1% |
| Participant deferral / active EE | $4,346 | $2,887+50.5% | $3,884+11.9% | $3,608+20.5% |
| Admin fee / account holder | $5,022 | $3,972+26.4% | $5,353-6.2% | $5,124-2.0% |