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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 | $50,276 | $85,169-41.0% | $172,755-70.9% | $72,983-31.1% |
| Participation rate | 32.1% | 70.1%-37.9pp | 82.6%-50.5pp | 69.5%-37.3pp |
| Annual return | 8.66% | 27.32%-18.7pp | 802.94%-794.3pp | 81.01%-72.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,629 | $3,260-50.0% | $5,198-68.7% | $3,608-54.8% |
| Admin fee / account holder | $511 | $5,880-91.3% | $13,955-96.3% | $5,124-90.0% |