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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 | $22,367 | $185,312-87.9% | $161,489-86.1% | $154,746-85.5% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 3.29% | 103.84%-100.6pp | 89.72%-86.4pp | 172.34%-169.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,092 | $6,350-67.1% | $5,630-62.8% | $6,730-68.9% |
| Admin fee / account holder | $10,677 | $18,654-42.8% | $16,006-33.3% | $14,365-25.7% |