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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 | $26,460 | $58,311-54.6% | $81,882-67.7% | $80,959-67.3% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 6.22% | 41.85%-35.6pp | 779.47%-773.3pp | 35.67%-29.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,881 | $3,287-42.8% | $4,323-56.5% | $4,300-56.3% |
| Admin fee / account holder | $12,452 | $4,752+162.0% | $7,360+69.2% | $6,925+79.8% |