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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 | $27,848 | $88,672-68.6% | $105,223-73.5% | $82,448-66.2% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 10.50% | 30.86%-20.4pp | 180.65%-170.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,514 | $4,036-37.7% | $5,072-50.4% | $4,139-39.3% |
| Admin fee / account holder | $14,701 | $7,146+105.7% | $8,859+65.9% | $7,234+103.2% |