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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 | $29,694 | $110,212-73.1% | $96,534-69.2% | $139,466-78.7% |
| Participation rate | 21.1% | 78.1%-57.1pp | 76.0%-54.9pp | 80.3%-59.3pp |
| Annual return | 9.54% | 26.42%-16.9pp | 25.88%-16.3pp | 373.66%-364.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,071 | $5,547-44.6% | $4,851-36.7% | $6,712-54.2% |
| Admin fee / account holder | $9,748 | $11,599-16.0% | $8,253+18.1% | $11,409-14.6% |