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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 | $31,606 | $58,258-45.7% | $81,820-61.4% | $80,925-60.9% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 3.90% | 41.76%-37.9pp | 777.93%-774.0pp | 35.65%-31.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,916 | $3,284-11.2% | $4,323-32.5% | $4,299-32.2% |
| Admin fee / account holder | $5,235 | $4,976+5.2% | $7,391-29.2% | $6,940-24.6% |