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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 | $30,828 | $72,486-57.5% | $87,103-64.6% | $72,976-57.8% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 14.64% | 24.46%-9.8pp | 28.19%-13.6pp | 81.02%-66.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,057 | $3,270-37.1% | $4,049-49.2% | $3,608-43.0% |
| Admin fee / account holder | $2,000 | $5,055-60.4% | $7,491-73.3% | $5,124-61.0% |