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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 | $29,007 | $70,366-58.8% | $66,674-56.5% | $138,895-79.1% |
| Participation rate | 31.8% | 76.2%-44.4pp | 73.7%-41.9pp | 79.9%-48.1pp |
| Annual return | 11.26% | 386.41%-375.1pp | 321.24%-310.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,994 | $4,374-31.5% | $4,084-26.7% | $6,396-53.2% |
| Admin fee / account holder | $2,114 | $5,262-59.8% | $5,098-58.5% | $12,562-83.2% |