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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 | $32,107 | $58,275-44.9% | $81,844-60.8% | $80,935-60.3% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.4%-43.8pp | 67.7%-39.1pp |
| Annual return | 5.94% | 41.82%-35.9pp | 778.87%-772.9pp | 35.66%-29.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,058 | $3,285-37.3% | $4,323-52.4% | $4,299-52.1% |
| Admin fee / account holder | $2,845 | $4,749-40.1% | $7,355-61.3% | $6,924-58.9% |