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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 | $32,435 | $85,766-62.2% | $136,298-76.2% | $70,126-53.7% |
| Participation rate | 52.2% | 74.2%-22.0pp | 81.9%-29.7pp | 69.5%-17.4pp |
| Annual return | 11.11% | 31.46%-20.3pp | 5156.27%-5145.2pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,275 | $5,051+4.4% | $6,247-15.6% | $3,332+58.3% |
| Admin fee / account holder | $1,968 | $5,421-63.7% | $9,244-78.7% | $4,645-57.6% |