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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 | $38,663 | $58,311-33.7% | $81,882-52.8% | $80,959-52.2% |
| Participation rate | 27.0% | 63.5%-36.5pp | 72.4%-45.4pp | 67.7%-40.6pp |
| Annual return | 9.50% | 41.85%-32.4pp | 779.47%-770.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,784 | $3,287-45.7% | $4,323-58.7% | $4,300-58.5% |
| Admin fee / account holder | $23,634 | $4,752+397.3% | $7,360+221.1% | $6,925+241.3% |