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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 | $28,625 | $35,183-18.6% | $73,545-61.1% | $70,124-59.2% |
| Participation rate | 16.2% | 42.9%-26.7pp | 54.9%-38.7pp | 69.5%-53.3pp |
| Annual return | 10.40% | 26.90%-16.5pp | -15.16%+25.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $977 | $1,220-19.9% | $1,806-45.9% | $3,332-70.7% |
| Admin fee / account holder | $4,855 | $2,302+110.9% | $2,320+109.3% | $4,645+4.5% |