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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 | $29,606 | $109,904-73.1% | $97,167-69.5% | $145,959-79.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 7.23% | 243.43%-236.2pp | 75.27%-68.0pp | 561.95%-554.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,428 | $4,676-48.1% | $4,264-43.1% | $6,689-63.7% |
| Admin fee / account holder | $26,345 | $6,216+323.8% | $5,650+366.3% | $13,398+96.6% |