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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 | $31,407 | $91,037-65.5% | $71,671-56.2% | $147,586-78.7% |
| Participation rate | 28.6% | 76.1%-47.6pp | 68.7%-40.2pp | 82.8%-54.3pp |
| Annual return | 5.90% | 20.48%-14.6pp | 20.65%-14.7pp | 578.59%-572.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,685 | $4,498-62.5% | $3,438-51.0% | $5,439-69.0% |
| Admin fee / account holder | $450 | $8,613-94.8% | $5,558-91.9% | $10,886-95.9% |