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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 | $22,902 | $89,370-74.4% | $141,197-83.8% | $72,976-68.6% |
| Participation rate | 33.3% | 75.1%-41.8pp | 82.5%-49.1pp | 69.5%-36.2pp |
| Annual return | 14.40% | 111.88%-97.5pp | 71.41%-57.0pp | 81.02%-66.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,643 | $5,419-51.2% | $6,710-60.6% | $3,608-26.8% |
| Admin fee / account holder | $5,008 | $5,957-15.9% | $10,265-51.2% | $5,124-2.3% |