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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 | $27,486 | $105,210-73.9% | $159,487-82.8% | $85,851-68.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.8%-42.8pp | 69.3%-29.3pp |
| Annual return | 2.23% | 45.08%-42.8pp | 263.71%-261.5pp | 318.63%-316.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,914 | $5,946-51.0% | $7,354-60.4% | $3,952-26.3% |
| Admin fee / account holder | $5,380 | $6,934-22.4% | $10,804-50.2% | $6,261-14.1% |