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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 | $40,566 | $54,763-25.9% | $90,324-55.1% | $72,976-44.4% |
| Participation rate | 45.3% | 65.2%-19.8pp | 73.3%-28.0pp | 69.5%-24.2pp |
| Annual return | 16.35% | 30.63%-14.3pp | 78.15%-61.8pp | 81.02%-64.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,502 | $2,887-48.0% | $3,885-61.4% | $3,608-58.4% |
| Admin fee / account holder | $9,326 | $3,973+134.7% | $5,356+74.1% | $5,124+82.0% |