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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 | $33,608 | $48,053-30.1% | $84,628-60.3% | $72,975-53.9% |
| Participation rate | 23.4% | 57.6%-34.2pp | 68.2%-44.8pp | 69.5%-46.1pp |
| Annual return | 17.29% | 37.39%-20.1pp | 258.80%-241.5pp | 81.01%-63.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,787 | $2,681-33.3% | $3,900-54.2% | $3,608-50.5% |
| Admin fee / account holder | $1,594 | $3,395-53.1% | $4,914-67.6% | $5,124-68.9% |