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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 | $27,267 | $70,418-61.3% | $96,570-71.8% | $85,847-68.2% |
| Participation rate | 56.4% | 61.8%-5.4pp | 69.8%-13.5pp | 69.3%-13.0pp |
| Annual return | 8.64% | 18.59%-9.9pp | 37.79%-29.1pp | 318.61%-310.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,881 | $2,894-35.0% | $3,849-51.1% | $3,952-52.4% |
| Admin fee / account holder | $28,255 | $4,995+465.7% | $6,182+357.0% | $6,261+351.3% |