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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 | $28,403 | $99,053-71.3% | $88,179-67.8% | $138,895-79.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 1.31% | 78.17%-76.9pp | 64.97%-63.7pp | 145.39%-144.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,703 | $5,225-29.1% | $4,614-19.8% | $6,396-42.1% |
| Admin fee / account holder | $3,428 | $8,748-60.8% | $7,673-55.3% | $12,562-72.7% |