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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 | $32,494 | $57,828-43.8% | $117,039-72.2% | $70,124-53.7% |
| Participation rate | 38.6% | 67.1%-28.6pp | 77.2%-38.6pp | 69.5%-31.0pp |
| Annual return | 11.28% | 17.55%-6.3pp | 18.95%-7.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,336 | $2,438-45.2% | $3,929-66.0% | $3,332-59.9% |
| Admin fee / account holder | $11,172 | $3,548+214.9% | $5,974+87.0% | $4,645+140.5% |