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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 | $30,876 | $99,053-68.8% | $88,179-65.0% | $138,895-77.8% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.1%-5.5pp | 79.9%-16.3pp |
| Annual return | 9.71% | 78.17%-68.5pp | 64.97%-55.3pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,984 | $5,225-23.8% | $4,614-13.7% | $6,396-37.7% |
| Admin fee / account holder | $39,395 | $8,748+350.3% | $7,673+413.4% | $12,562+213.6% |