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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 | $49,931 | $85,766-41.8% | $136,298-63.4% | $70,126-28.8% |
| Participation rate | 29.5% | 74.2%-44.6pp | 81.9%-52.4pp | 69.5%-40.0pp |
| Annual return | 13.87% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,471 | $5,051-51.1% | $6,247-60.5% | $3,332-25.8% |
| Admin fee / account holder | $337 | $5,421-93.8% | $9,244-96.4% | $4,645-92.8% |