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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 | $41,741 | $81,276-48.6% | $155,574-73.2% | $80,925-48.4% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.7%-44.3pp |
| Annual return | 10.22% | 33.36%-23.1pp | 64.87%-54.6pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,477 | $3,453-57.2% | $5,629-73.8% | $4,299-65.6% |
| Admin fee / account holder | $771 | $7,993-90.4% | $15,914-95.2% | $6,940-88.9% |