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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 | $39,386 | $62,672-37.2% | $185,117-78.7% | $70,131-43.8% |
| Participation rate | 31.0% | 63.8%-32.8pp | 77.3%-46.3pp | 69.5%-38.6pp |
| Annual return | 12.81% | 40.79%-28.0pp | 40.50%-27.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,274 | $3,272-61.0% | $5,045-74.7% | $3,332-61.8% |
| Admin fee / account holder | $3,710 | $3,932-5.7% | $8,159-54.5% | $4,645-20.1% |