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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 | $26,205 | $54,757-52.1% | $90,300-71.0% | $72,983-64.1% |
| Participation rate | 48.7% | 65.1%-16.4pp | 73.3%-24.6pp | 69.5%-20.8pp |
| Annual return | 16.39% | 30.63%-14.2pp | 78.11%-61.7pp | 81.01%-64.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $857 | $2,887-70.3% | $3,884-77.9% | $3,608-76.2% |
| Admin fee / account holder | $7,537 | $3,972+89.8% | $5,353+40.8% | $5,124+47.1% |