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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 | $28,310 | $85,766-67.0% | $136,298-79.2% | $70,126-59.6% |
| Participation rate | 12.1% | 74.2%-62.0pp | 81.9%-69.8pp | 69.5%-57.4pp |
| Annual return | 12.98% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,142 | $5,051-57.6% | $6,247-65.7% | $3,332-35.7% |
| Admin fee / account holder | $3,979 | $5,421-26.6% | $9,244-57.0% | $4,645-14.3% |