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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 | $29,839 | $87,166-65.8% | $76,735-61.1% | $137,256-78.3% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.5%-36.2pp | 80.0%-46.6pp |
| Annual return | 4.45% | 26.50%-22.0pp | 29.77%-25.3pp | 220.34%-215.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,258 | $4,726-73.4% | $4,088-69.2% | $6,407-80.4% |
| Admin fee / account holder | $11,692 | $8,403+39.1% | $7,189+62.6% | $12,270-4.7% |