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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 | $48,170 | $68,878-30.1% | $120,574-60.0% | $80,935-40.5% |
| Participation rate | 20.8% | 61.7%-40.9pp | 71.9%-51.2pp | 67.7%-46.9pp |
| Annual return | 8.55% | 23.67%-15.1pp | 107.42%-98.9pp | 35.66%-27.1pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,833 | $3,189-42.5% | $4,996-63.3% | $4,299-57.4% |
| Admin fee / account holder | $17,493 | $5,782+202.6% | $9,445+85.2% | $6,924+152.6% |