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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 | $22,679 | $97,125-76.7% | $86,233-73.7% | $137,256-83.5% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 9.22% | 74.19%-65.0pp | 61.39%-52.2pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,128 | $5,180-78.2% | $4,559-75.3% | $6,407-82.4% |
| Admin fee / account holder | $2,177 | $9,725-77.6% | $8,342-73.9% | $12,270-82.3% |