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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 | $29,947 | $132,634-77.4% | $115,768-74.1% | $137,256-78.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 1.64% | 160.70%-159.1pp | 100.46%-98.8pp | 220.34%-218.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,625 | $5,619-71.1% | $4,917-67.0% | $6,407-74.6% |
| Admin fee / account holder | $3,615 | $15,028-75.9% | $12,439-70.9% | $12,270-70.5% |