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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 | $34,236 | $98,766-65.3% | $149,730-77.1% | $79,852-57.1% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.5%-49.1pp | 69.6%-36.3pp |
| Annual return | 11.35% | 27.43%-16.1pp | 276.70%-265.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,748 | $5,681-34.0% | $6,843-45.2% | $3,740+0.2% |
| Admin fee / account holder | $1,537 | $6,052-74.6% | $9,310-83.5% | $5,306-71.0% |