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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 | $42,281 | $84,236-49.8% | $170,435-75.2% | $70,126-39.7% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 11.85% | 23.06%-11.2pp | 205.94%-194.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,005 | $3,086-2.6% | $4,939-39.2% | $3,332-9.8% |
| Admin fee / account holder | $7,275 | $5,698+27.7% | $13,881-47.6% | $4,645+56.6% |