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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 | $25,824 | $81,358-68.3% | $155,556-83.4% | $80,959-68.1% |
| Participation rate | 56.7% | 66.3%-9.6pp | 78.2%-21.6pp | 67.7%-11.0pp |
| Annual return | 5.17% | 33.39%-28.2pp | 64.84%-59.7pp | 35.67%-30.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,097 | $3,455-68.3% | $5,631-80.5% | $4,300-74.5% |
| Admin fee / account holder | $2,465 | $7,994-69.2% | $15,885-84.5% | $6,925-64.4% |