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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 | $30,057 | $63,365-52.6% | $91,994-67.3% | $72,976-58.8% |
| Participation rate | 60.7% | 72.5%-11.8pp | 78.6%-17.9pp | 69.5%-8.8pp |
| Annual return | 17.99% | 35.35%-17.4pp | 69.04%-51.0pp | 81.02%-63.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,383 | $4,883-30.7% | $5,924-42.9% | $3,608-6.2% |
| Admin fee / account holder | $11,867 | $4,670+154.1% | $7,744+53.2% | $5,124+131.6% |