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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 | $43,278 | $75,541-42.7% | $152,093-71.5% | $82,637-47.6% |
| Participation rate | 26.3% | 66.5%-40.2pp | 77.8%-51.5pp | 68.1%-41.7pp |
| Annual return | 7.97% | 32.56%-24.6pp | 66.36%-58.4pp | 53.51%-45.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $880 | $3,206-72.5% | $5,451-83.9% | $4,126-78.7% |
| Admin fee / account holder | $9,463 | $6,405+47.7% | $14,497-34.7% | $7,339+28.9% |