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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 | $25,538 | $58,828-56.6% | $78,002-67.3% | $62,881-59.4% |
| Participation rate | 68.0% | 71.1%-3.1pp | 75.5%-7.5pp | 69.3%-1.3pp |
| Annual return | 4.47% | 17.16%-12.7pp | 425.99%-421.5pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,443 | $2,686+28.2% | $3,497-1.5% | $3,203+7.5% |
| Admin fee / account holder | $11,244 | $4,393+155.9% | $5,481+105.2% | $4,296+161.7% |