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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 | $33,254 | $89,370-62.8% | $141,197-76.4% | $72,976-54.4% |
| Participation rate | 28.0% | 75.1%-47.1pp | 82.5%-54.5pp | 69.5%-41.5pp |
| Annual return | 17.57% | 111.88%-94.3pp | 71.41%-53.8pp | 81.02%-63.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,971 | $5,419-26.7% | $6,710-40.8% | $3,608+10.1% |
| Admin fee / account holder | $9,750 | $5,957+63.7% | $10,265-5.0% | $5,124+90.3% |