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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 | $50,091 | $78,015-35.8% | $178,505-71.9% | $80,959-38.1% |
| Participation rate | 40.7% | 65.7%-24.9pp | 77.1%-36.4pp | 67.7%-26.9pp |
| Annual return | 6.66% | 18.10%-11.4pp | 27.16%-20.5pp | 35.67%-29.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,343 | $4,406-1.4% | $6,280-30.8% | $4,300+1.0% |
| Admin fee / account holder | $22,393 | $7,160+212.7% | $10,428+114.7% | $6,925+223.3% |