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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 | $39,625 | $84,953-53.4% | $163,379-75.7% | $82,637-52.0% |
| Participation rate | 41.9% | 65.9%-24.1pp | 76.8%-35.0pp | 68.1%-26.2pp |
| Annual return | 10.59% | 23.07%-12.5pp | 63.41%-52.8pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,549 | $4,326-41.1% | $6,282-59.4% | $4,126-38.2% |
| Admin fee / account holder | $14,872 | $7,921+87.7% | $9,818+51.5% | $7,339+102.6% |