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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 | $32,036 | $75,183-57.4% | $123,894-74.1% | $55,167-41.9% |
| Participation rate | 51.0% | 72.8%-21.9pp | 81.4%-30.4pp | 69.0%-18.0pp |
| Annual return | 3.72% | 19.01%-15.3pp | 47.52%-43.8pp | 169.23%-165.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,618 | $5,084-28.8% | $5,984-39.5% | $3,054+18.5% |
| Admin fee / account holder | $7,931 | $663+1097.0% | $8,357-5.1% | $504+1473.8% |