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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 | $31,623 | $61,390-48.5% | $112,228-71.8% | $75,177-57.9% |
| Participation rate | 17.1% | 61.6%-44.5pp | 72.4%-55.3pp | 67.2%-50.1pp |
| Annual return | 12.03% | 28.47%-16.4pp | 30.23%-18.2pp | 160.75%-148.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,887 | $3,108-39.3% | $4,800-60.7% | $4,126-54.3% |
| Admin fee / account holder | $10,482 | $4,862+115.6% | $7,752+35.2% | $5,651+85.5% |