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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 | $23,614 | $49,025-51.8% | $87,502-73.0% | $62,881-62.4% |
| Participation rate | 38.5% | 64.9%-26.4pp | 73.8%-35.4pp | 69.3%-30.8pp |
| Annual return | 3.70% | 10.02%-6.3pp | 12.21%-8.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,149 | $2,289-49.8% | $3,149-63.5% | $3,203-64.1% |
| Admin fee / account holder | $4,750 | $4,065+16.8% | $4,221+12.5% | $4,296+10.6% |