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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 | $26,728 | $76,407-65.0% | $150,298-82.2% | $82,448-67.6% |
| Participation rate | 59.4% | 66.4%-7.0pp | 77.8%-18.4pp | 68.1%-8.7pp |
| Annual return | 5.78% | 39.99%-34.2pp | 62.79%-57.0pp | 41.64%-35.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,345 | $3,214-58.2% | $5,453-75.3% | $4,139-67.5% |
| Admin fee / account holder | $1,082 | $6,352-83.0% | $14,116-92.3% | $7,234-85.0% |