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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 | $29,335 | $85,766-65.8% | $136,297-78.5% | $70,124-58.2% |
| Participation rate | 64.0% | 74.2%-10.2pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 12.26% | 31.45%-19.2pp | 5156.19%-5143.9pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,984 | $5,051-21.1% | $6,247-36.2% | $3,332+19.6% |
| Admin fee / account holder | $4,469 | $5,420-17.5% | $9,244-51.6% | $4,645-3.8% |