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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 | $33,120 | $102,422-67.7% | $147,117-77.5% | $80,959-59.1% |
| Participation rate | 41.4% | 75.9%-34.5pp | 82.2%-40.8pp | 67.7%-26.3pp |
| Annual return | 9.65% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,370 | $6,652-34.3% | $8,065-45.8% | $4,300+1.6% |
| Admin fee / account holder | $2,109 | $7,953-73.5% | $12,993-83.8% | $6,925-69.5% |