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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 | $84,953-78.3% | $163,379-88.7% | $82,637-77.7% |
| Participation rate | 60.7% | 65.9%-5.2pp | 76.8%-16.1pp | 68.1%-7.3pp |
| Annual return | 4.77% | 23.07%-18.3pp | 63.41%-58.6pp | 53.51%-48.7pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,562 | $4,326-40.8% | $6,282-59.2% | $4,126-37.9% |
| Admin fee / account holder | $2,768 | $7,921-65.1% | $9,818-71.8% | $7,339-62.3% |