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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 | $96,691-75.7% | $86,656-72.8% | $139,487-83.1% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 4.32% | 106.87%-102.5pp | 593.09%-588.8pp | 373.84%-369.5pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,345 | $4,838+10.5% | $4,439+20.4% | $6,713-20.4% |
| Admin fee / account holder | $2,703 | $6,414-57.9% | $5,619-51.9% | $11,407-76.3% |