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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 | $37,654 | $49,976-24.7% | $66,674-43.5% | $82,637-54.4% |
| Participation rate | 31.6% | 63.1%-31.5pp | 73.7%-42.1pp | 68.1%-36.5pp |
| Annual return | 12.87% | 39.09%-26.2pp | 321.24%-308.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,576 | $2,847-9.5% | $4,084-36.9% | $4,126-37.6% |
| Admin fee / account holder | $2,285 | $4,594-50.3% | $5,098-55.2% | $7,339-68.9% |