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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 | $31,550 | $70,366-55.2% | $66,674-52.7% | $138,895-77.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 12.77% | 386.41%-373.6pp | 321.24%-308.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,078 | $4,374-29.6% | $4,084-24.6% | $6,396-51.9% |
| Admin fee / account holder | $789 | $5,262-85.0% | $5,098-84.5% | $12,562-93.7% |