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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 | $20,963 | $75,541-72.2% | $152,093-86.2% | $82,637-74.6% |
| Participation rate | 20.6% | 66.5%-46.0pp | 77.8%-57.2pp | 68.1%-47.5pp |
| Annual return | 11.43% | 32.56%-21.1pp | 66.36%-54.9pp | 53.51%-42.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,936 | $3,206-39.6% | $5,451-64.5% | $4,126-53.1% |
| Admin fee / account holder | $7,266 | $6,405+13.5% | $14,497-49.9% | $7,339-1.0% |