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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 | $47,033 | $106,749-55.9% | $145,433-67.7% | $82,448-43.0% |
| Participation rate | 26.7% | 75.6%-49.0pp | 82.1%-55.5pp | 68.1%-41.4pp |
| Annual return | 12.20% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,678 | $6,519-12.9% | $7,897-28.1% | $4,139+37.2% |
| Admin fee / account holder | $7,112 | $8,390-15.2% | $13,129-45.8% | $7,234-1.7% |