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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 | $25,424 | $76,407-66.7% | $150,298-83.1% | $82,448-69.2% |
| Participation rate | 36.0% | 66.4%-30.4pp | 77.8%-41.8pp | 68.1%-32.1pp |
| Annual return | 11.61% | 39.99%-28.4pp | 62.79%-51.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,790 | $3,214+17.9% | $5,453-30.5% | $4,139-8.4% |
| Admin fee / account holder | $1,555 | $6,352-75.5% | $14,116-89.0% | $7,234-78.5% |