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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 | $25,390 | $74,535-65.9% | $100,712-74.8% | $82,637-69.3% |
| Participation rate | 34.4% | 61.2%-26.8pp | 69.3%-34.9pp | 68.1%-33.7pp |
| Annual return | 10.65% | 18.92%-8.3pp | 33.27%-22.6pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,628 | $3,074-47.0% | $4,085-60.2% | $4,126-60.5% |
| Admin fee / account holder | $20,672 | $6,576+214.4% | $9,256+123.3% | $7,339+181.7% |