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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 | $31,758 | $52,279-39.3% | $89,435-64.5% | $79,856-60.2% |
| Participation rate | 40.5% | 57.5%-17.0pp | 68.0%-27.4pp | 69.6%-29.1pp |
| Annual return | 11.56% | 22.16%-10.6pp | 245.55%-234.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,425 | $2,740+61.5% | $3,890+13.7% | $3,741+18.3% |
| Admin fee / account holder | $10,298 | $3,356+206.8% | $4,884+110.8% | $5,306+94.1% |