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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 | $24,367 | $53,128-54.1% | $86,582-71.9% | $70,126-65.3% |
| Participation rate | 56.3% | 65.3%-9.1pp | 73.5%-17.3pp | 69.5%-13.3pp |
| Annual return | 12.31% | 27.66%-15.3pp | 965.08%-952.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $923 | $2,695-65.8% | $3,609-74.4% | $3,332-72.3% |
| Admin fee / account holder | $3,582 | $3,584-0.1% | $4,904-27.0% | $4,645-22.9% |