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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 | $22,040 | $76,551-71.2% | $123,894-82.2% | $62,881-64.9% |
| Participation rate | 42.1% | 73.0%-30.9pp | 81.4%-39.3pp | 69.3%-27.2pp |
| Annual return | 3.90% | 18.68%-14.8pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,370 | $4,840-51.0% | $5,984-60.4% | $3,203-26.0% |
| Admin fee / account holder | $985 | $4,826-79.6% | $8,357-88.2% | $4,296-77.1% |