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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 | $31,394 | $183,516-82.9% | $155,534-79.8% | $145,884-78.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | -0.10% | 61.43%-61.5pp | 64.92%-65.0pp | 551.85%-551.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,990 | $6,467-38.3% | $5,630-29.1% | $6,690-40.4% |
| Admin fee / account holder | $4,103 | $19,293-78.7% | $15,900-74.2% | $13,392-69.4% |