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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 | $23,280 | $95,959-75.7% | $97,411-76.1% | $138,895-83.2% |
| Participation rate | 50.0% | 81.8%-31.8pp | 80.4%-30.4pp | 79.9%-29.9pp |
| Annual return | 10.67% | 29.30%-18.6pp | 34.72%-24.1pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,331 | $5,876-60.3% | $5,886-60.4% | $6,396-63.6% |
| Admin fee / account holder | $10,820 | $7,555+43.2% | $7,145+51.4% | $12,562-13.9% |