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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 | $20,441 | $86,050-76.2% | $189,758-89.2% | $94,015-78.3% |
| Participation rate | 50.0% | 68.9%-18.9pp | 79.8%-29.8pp | 70.8%-20.8pp |
| Annual return | 10.01% | 17.77%-7.8pp | 52.62%-42.6pp | 17.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,549 | $3,349-53.7% | $5,856-73.5% | $4,249-63.5% |
| Admin fee / account holder | $3,501 | $6,627-47.2% | $20,388-82.8% | $8,951-60.9% |