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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 | $32,788 | $84,236-61.1% | $170,435-80.8% | $70,126-53.2% |
| Participation rate | 30.3% | 70.8%-40.5pp | 83.6%-53.3pp | 69.5%-39.2pp |
| Annual return | 6.86% | 23.06%-16.2pp | 205.94%-199.1pp | 73.15%-66.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $857 | $3,086-72.2% | $4,939-82.7% | $3,332-74.3% |
| Admin fee / account holder | $17,654 | $5,698+209.8% | $13,881+27.2% | $4,645+280.0% |