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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 | $23,845 | $49,025-51.4% | $87,502-72.7% | $62,881-62.1% |
| Participation rate | 29.0% | 64.9%-35.8pp | 73.8%-44.8pp | 69.3%-40.3pp |
| Annual return | 3.65% | 10.02%-6.4pp | 12.21%-8.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,244 | $2,289-45.7% | $3,149-60.5% | $3,203-61.2% |
| Admin fee / account holder | $6,558 | $4,065+61.3% | $4,221+55.4% | $4,296+52.7% |