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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 | $108,825-52.8% | $156,181-67.1% | $82,448-37.7% |
| Participation rate | 39.3% | 72.4%-33.1pp | 78.8%-39.5pp | 68.1%-28.8pp |
| Annual return | 12.10% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,747 | $4,577-18.1% | $6,132-38.9% | $4,139-9.5% |
| Admin fee / account holder | $12,388 | $9,341+32.6% | $14,586-15.1% | $7,234+71.2% |