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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 | $26,694 | $56,894-53.1% | $84,753-68.5% | $62,881-57.5% |
| Participation rate | 16.1% | 68.5%-52.5pp | 76.6%-60.5pp | 69.3%-53.2pp |
| Annual return | 4.18% | 6.30%-2.1pp | 22.78%-18.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $411 | $2,400-82.9% | $3,574-88.5% | $2,281-82.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,873 | $3,581+119.9% | $5,333+47.6% | $4,296+83.3% |