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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 | $39,452 | $94,031-58.0% | $115,768-65.9% | $82,448-52.1% |
| Participation rate | 56.8% | 70.4%-13.6pp | 74.4%-17.6pp | 68.1%-11.2pp |
| Annual return | 9.95% | 20.61%-10.7pp | 100.46%-90.5pp | 41.64%-31.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,830 | $3,972-28.8% | $4,917-42.4% | $4,139-31.6% |
| Admin fee / account holder | $16,263 | $10,249+58.7% | $12,439+30.7% | $7,234+124.8% |