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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 | $30,597 | $77,814-60.7% | $158,223-80.7% | $86,983-64.8% |
| Participation rate | 10.9% | 68.4%-57.5pp | 79.2%-68.3pp | 69.5%-58.6pp |
| Annual return | 6.57% | 30.54%-24.0pp | 52.09%-45.5pp | 25.83%-19.3pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,006 | $3,270-69.2% | $5,467-81.6% | $4,194-76.0% |
| Admin fee / account holder | $4,667 | $5,879-20.6% | $16,047-70.9% | $7,856-40.6% |