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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 | $35,247 | $93,589-62.3% | $135,942-74.1% | $75,181-53.1% |
| Participation rate | 11.1% | 75.2%-64.1pp | 81.9%-70.8pp | 67.2%-56.1pp |
| Annual return | 3.30% | 30.90%-27.6pp | 68.28%-65.0pp | 160.69%-157.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,894 | $6,405-54.8% | $7,759-62.7% | $4,126-29.9% |
| Admin fee / account holder | $20,350 | $6,977+191.7% | $10,764+89.1% | $5,650+260.2% |