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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 | $29,391 | $109,344-73.1% | $89,400-67.1% | $158,950-81.5% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 2.04% | 345.73%-343.7pp | 245.64%-243.6pp | 302.91%-300.9pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,526 | $4,599+20.2% | $3,890+42.0% | $5,983-7.6% |
| Admin fee / account holder | $19,505 | $6,154+216.9% | $4,882+299.5% | $11,248+73.4% |