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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 | $23,533 | $96,630-75.6% | $86,605-72.8% | $139,427-83.1% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 4.32% | 106.48%-102.2pp | 591.39%-587.1pp | 373.27%-368.9pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $5,345 | $4,836+10.5% | $4,438+20.5% | $6,711-20.4% |
| Admin fee / account holder | $2,703 | $6,405-57.8% | $5,611-51.8% | $11,404-76.3% |