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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 | $30,850 | $93,055-66.8% | $153,741-79.9% | $80,959-61.9% |
| Participation rate | 42.1% | 69.0%-26.9pp | 77.1%-35.0pp | 67.7%-25.6pp |
| Annual return | 9.31% | 19.97%-10.7pp | 15.71%-6.4pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,214 | $5,172-37.9% | $6,757-52.4% | $4,300-25.3% |
| Admin fee / account holder | $618 | $8,881-93.0% | $12,749-95.2% | $6,925-91.1% |