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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 | $25,546 | $113,338-77.5% | $94,993-73.1% | $147,586-82.7% |
| Participation rate | 14.3% | 78.0%-63.7pp | 73.9%-59.6pp | 82.8%-68.5pp |
| Annual return | 2.90% | 20.80%-17.9pp | 27.14%-24.2pp | 578.59%-575.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,772 | $3,777-53.1% | $3,317-46.6% | $5,439-67.4% |
| Admin fee / account holder | $2,074 | $6,063-65.8% | $4,960-58.2% | $10,886-80.9% |