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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 | $28,439 | $132,634-78.6% | $115,768-75.4% | $137,256-79.3% |
| Participation rate | 38.5% | 77.9%-39.4pp | 74.4%-35.9pp | 80.0%-41.5pp |
| Annual return | 2.32% | 160.70%-158.4pp | 100.46%-98.1pp | 220.34%-218.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,726 | $5,619-51.5% | $4,917-44.6% | $6,407-57.4% |
| Admin fee / account holder | $14,536 | $15,028-3.3% | $12,439+16.9% | $12,270+18.5% |