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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 | $32,762 | $65,575-50.0% | $86,209-62.0% | $75,181-56.4% |
| Participation rate | 43.2% | 60.5%-17.3pp | 69.0%-25.8pp | 67.2%-24.0pp |
| Annual return | 11.77% | 46.07%-34.3pp | 1169.05%-1157.3pp | 160.69%-148.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,465 | $3,023+14.6% | $3,986-13.1% | $4,126-16.0% |
| Admin fee / account holder | $2,048 | $5,470-62.6% | $6,853-70.1% | $5,650-63.8% |