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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 | $40,754 | $106,864-61.9% | $147,318-72.3% | $82,637-50.7% |
| Participation rate | 33.3% | 75.5%-42.2pp | 82.1%-48.7pp | 68.1%-34.7pp |
| Annual return | 14.00% | 27.49%-13.5pp | 70.43%-56.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,009 | $6,496-22.9% | $7,906-36.6% | $4,126+21.4% |
| Admin fee / account holder | $26,392 | $8,415+213.6% | $13,708+92.5% | $7,339+259.6% |