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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 | $25,692 | $62,672-59.0% | $185,117-86.1% | $70,126-63.4% |
| Participation rate | 49.4% | 63.8%-14.4pp | 77.3%-27.9pp | 69.5%-20.2pp |
| Annual return | 12.56% | 40.79%-28.2pp | 40.50%-27.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,983 | $3,272-8.8% | $5,045-40.9% | $3,332-10.5% |
| Admin fee / account holder | $2,572 | $3,932-34.6% | $8,159-68.5% | $4,645-44.6% |