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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 | $29,764 | $72,492-58.9% | $87,104-65.8% | $72,975-59.2% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 10.43% | 24.46%-14.0pp | 28.19%-17.8pp | 81.01%-70.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,756 | $3,270-15.7% | $4,048-31.9% | $3,608-23.6% |
| Admin fee / account holder | $19,919 | $5,055+294.1% | $7,491+165.9% | $5,124+288.7% |