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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 | $27,147 | $71,057-61.8% | $93,654-71.0% | $80,874-66.4% |
| Participation rate | 60.2% | 60.4%-0.2pp | 68.7%-8.5pp | 67.6%-7.4pp |
| Annual return | 9.55% | 11.26%-1.7pp | 133.34%-123.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,740 | $4,034+17.5% | $4,413+7.4% | $4,297+10.3% |
| Admin fee / account holder | $4,170 | $6,944-40.0% | $8,282-49.7% | $6,935-39.9% |