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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 | $51,377 | $110,137-53.4% | $161,149-68.1% | $82,637-37.8% |
| Participation rate | 39.3% | 72.4%-33.1pp | 78.8%-39.6pp | 68.1%-28.8pp |
| Annual return | 12.10% | 20.69%-8.6pp | 21.16%-9.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,747 | $4,575-18.1% | $6,153-39.1% | $4,126-9.2% |
| Admin fee / account holder | $12,388 | $9,467+30.9% | $15,194-18.5% | $7,339+68.8% |