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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 | $34,303 | $51,604-33.5% | $129,295-73.5% | $80,874-57.6% |
| Participation rate | 37.5% | 57.0%-19.5pp | 69.6%-32.1pp | 67.6%-30.1pp |
| Annual return | 8.99% | 20.76%-11.8pp | 9429.28%-9420.3pp | 35.62%-26.6pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,089 | $2,670-59.2% | $4,169-73.9% | $4,297-74.7% |
| Admin fee / account holder | $8,410 | $4,310+95.1% | $7,665+9.7% | $6,935+21.3% |