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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 | $43,566 | $55,713-21.8% | $75,901-42.6% | $72,975-40.3% |
| Participation rate | 27.6% | 61.1%-33.5pp | 69.3%-41.7pp | 69.5%-41.9pp |
| Annual return | 15.99% | 27.60%-11.6pp | 30.76%-14.8pp | 81.01%-65.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,926 | $2,634-26.9% | $3,603-46.6% | $3,608-46.6% |
| Admin fee / account holder | $24,280 | $3,980+510.0% | $5,420+348.0% | $5,124+373.8% |