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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 | $42,401 | $77,814-45.5% | $158,223-73.2% | $86,983-51.3% |
| Participation rate | 16.7% | 68.4%-51.7pp | 79.2%-62.5pp | 69.5%-52.9pp |
| Annual return | 2.13% | 30.54%-28.4pp | 52.09%-50.0pp | 25.83%-23.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,564 | $3,270-21.6% | $5,467-53.1% | $4,194-38.9% |
| Admin fee / account holder | $1,482 | $5,879-74.8% | $16,047-90.8% | $7,856-81.1% |