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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 | $28,068 | $72,071-61.1% | $68,368-58.9% | $137,256-79.6% |
| Participation rate | 54.2% | 76.2%-22.1pp | 73.8%-19.6pp | 80.0%-25.8pp |
| Annual return | 5.76% | 353.14%-347.4pp | 292.57%-286.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,689 | $4,410-16.3% | $4,123-10.5% | $6,407-42.4% |
| Admin fee / account holder | $1,701 | $5,336-68.1% | $5,150-67.0% | $12,270-86.1% |