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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 | $32,384 | $81,331-60.2% | $155,534-79.2% | $80,935-60.0% |
| Participation rate | 17.3% | 66.3%-48.9pp | 78.2%-60.9pp | 67.7%-50.3pp |
| Annual return | 9.36% | 33.37%-24.0pp | 64.92%-55.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $937 | $3,454-72.9% | $5,630-83.4% | $4,299-78.2% |
| Admin fee / account holder | $4,116 | $7,999-48.5% | $15,900-74.1% | $6,924-40.6% |