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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 | $29,192 | $112,121-74.0% | $95,960-69.6% | $158,966-81.6% |
| Participation rate | 40.9% | 79.0%-38.1pp | 77.1%-36.2pp | 82.0%-41.1pp |
| Annual return | 5.53% | 171.16%-165.6pp | 91.63%-86.1pp | 302.95%-297.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,865 | $4,784-40.1% | $4,167-31.2% | $5,983-52.1% |
| Admin fee / account holder | $13,452 | $10,135+32.7% | $6,797+97.9% | $11,250+19.6% |