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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 | $29,164 | $55,902-47.8% | $76,030-61.6% | $80,959-64.0% |
| Participation rate | 38.5% | 62.1%-23.6pp | 69.1%-30.6pp | 67.7%-29.2pp |
| Annual return | 9.66% | 20.59%-10.9pp | 361.54%-351.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,047 | $3,051-65.7% | $4,257-75.4% | $4,300-75.7% |
| Admin fee / account holder | $2,633 | $5,239-49.7% | $6,421-59.0% | $6,925-62.0% |