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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 | $53,324 | $64,359-17.1% | $90,161-40.9% | $70,126-24.0% |
| Participation rate | 23.5% | 70.4%-46.9pp | 76.9%-53.3pp | 69.5%-46.0pp |
| Annual return | 10.87% | 28.13%-17.3pp | 34.89%-24.0pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,146 | $4,389+17.2% | $5,287-2.7% | $3,332+54.4% |
| Admin fee / account holder | $12,657 | $3,945+220.8% | $5,943+113.0% | $4,645+172.5% |