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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 | $18,409 | $90,400-79.6% | $186,193-90.1% | $87,485-79.0% |
| Participation rate | 60.7% | 66.2%-5.5pp | 77.1%-16.4pp | 68.9%-8.2pp |
| Annual return | 4.77% | 22.15%-17.4pp | 78.03%-73.3pp | 26.06%-21.3pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,562 | $4,330-40.8% | $6,513-60.7% | $4,274-40.0% |
| Admin fee / account holder | $2,768 | $8,673-68.1% | $11,058-75.0% | $7,775-64.4% |