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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 | $44,203 | $46,877-5.7% | $122,354-63.9% | $70,124-37.0% |
| Participation rate | 25.9% | 58.2%-32.3pp | 71.6%-45.7pp | 69.5%-43.6pp |
| Annual return | 10.07% | 24.22%-14.2pp | 30.28%-20.2pp | 73.14%-63.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,180 | $2,167-45.5% | $3,287-64.1% | $3,332-64.6% |
| Admin fee / account holder | $13,190 | $3,324+296.8% | $5,479+140.7% | $4,645+183.9% |