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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 | $42,237 | $53,128-20.5% | $86,582-51.2% | $70,126-39.8% |
| Participation rate | 30.9% | 65.3%-34.4pp | 73.5%-42.7pp | 69.5%-38.7pp |
| Annual return | 6.97% | 27.66%-20.7pp | 965.08%-958.1pp | 73.15%-66.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,999 | $2,695-25.8% | $3,609-44.6% | $3,332-40.0% |
| Admin fee / account holder | $10,825 | $3,584+202.1% | $4,904+120.7% | $4,645+133.0% |