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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 | $17,456 | $63,861-72.7% | $104,614-83.3% | $79,858-78.1% |
| Participation rate | 62.0% | 64.9%-2.9pp | 74.1%-12.1pp | 69.6%-7.6pp |
| Annual return | 8.45% | 21.30%-12.9pp | 340.56%-332.1pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,375 | $2,693-49.0% | $3,739-63.2% | $3,740-63.2% |
| Admin fee / account holder | $1,396 | $4,185-66.6% | $6,464-78.4% | $5,306-73.7% |