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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 | $33,942 | $76,407-55.6% | $150,298-77.4% | $82,448-58.8% |
| Participation rate | 35.7% | 66.4%-30.7pp | 77.8%-42.0pp | 68.1%-32.4pp |
| Annual return | 11.22% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,514 | $3,214-52.9% | $5,453-72.2% | $4,139-63.4% |
| Admin fee / account holder | $2,201 | $6,352-65.4% | $14,116-84.4% | $7,234-69.6% |