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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 | $43,046 | $58,311-26.2% | $81,882-47.4% | $80,959-46.8% |
| Participation rate | 42.1% | 63.5%-21.4pp | 72.4%-30.3pp | 67.7%-25.6pp |
| Annual return | 10.41% | 41.85%-31.4pp | 779.47%-769.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,002 | $3,287+113.0% | $4,323+62.0% | $4,300+62.8% |
| Admin fee / account holder | $6,063 | $4,752+27.6% | $7,360-17.6% | $6,925-12.4% |