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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 | $20,210 | $81,262-75.1% | $155,602-87.0% | $80,911-75.0% |
| Participation rate | 34.3% | 66.2%-32.0pp | 78.2%-43.9pp | 67.6%-33.4pp |
| Annual return | 9.95% | 33.34%-23.4pp | 64.81%-54.9pp | 35.63%-25.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,690 | $3,451-22.1% | $5,629-52.2% | $4,297-37.4% |
| Admin fee / account holder | $21,522 | $7,992+169.3% | $15,923+35.2% | $6,935+210.4% |