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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 | $78,690-74.0% | $161,489-87.3% | $87,485-76.6% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 10.01% | 32.74%-22.7pp | 89.72%-79.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,549 | $3,311-53.2% | $5,630-72.5% | $4,274-63.7% |
| Admin fee / account holder | $3,501 | $6,724-47.9% | $16,006-78.1% | $7,775-55.0% |