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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 | $20,038 | $77,908-74.3% | $149,696-86.6% | $75,173-73.3% |
| Participation rate | 32.3% | 65.6%-33.3pp | 78.8%-46.5pp | 67.2%-34.9pp |
| Annual return | 9.64% | 31.73%-22.1pp | 134.46%-124.8pp | 160.72%-151.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $973 | $3,411-71.5% | $5,682-82.9% | $4,126-76.4% |
| Admin fee / account holder | $4,067 | $5,950-31.7% | $13,212-69.2% | $5,651-28.0% |