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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 | $30,025 | $90,530-66.8% | $76,030-60.5% | $145,897-79.4% |
| Participation rate | 57.1% | 74.4%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 7.75% | 625.08%-617.3pp | 361.54%-353.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,712 | $5,164-28.1% | $4,257-12.8% | $6,689-44.5% |
| Admin fee / account holder | $404 | $8,383-95.2% | $6,421-93.7% | $13,390-97.0% |