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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 | $21,296 | $103,393-79.4% | $87,103-75.6% | $152,909-86.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 10.11% | 28.10%-18.0pp | 28.19%-18.1pp | 345.46%-335.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,400 | $4,778-49.8% | $4,049-40.7% | $5,851-59.0% |
| Admin fee / account holder | $1,331 | $12,195-89.1% | $7,491-82.2% | $11,601-88.5% |