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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 | $27,860 | $70,486-60.5% | $100,528-72.3% | $79,852-65.1% |
| Participation rate | 43.3% | 73.6%-30.3pp | 79.4%-36.1pp | 69.6%-26.3pp |
| Annual return | 5.47% | 21.90%-16.4pp | 30.90%-25.4pp | 31.72%-26.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,373 | $5,182-54.2% | $6,271-62.2% | $3,740-36.5% |
| Admin fee / account holder | $1,156 | $4,480-74.2% | $8,084-85.7% | $5,306-78.2% |