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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 | $43,173 | $106,864-59.6% | $147,318-70.7% | $82,637-47.8% |
| Participation rate | 28.2% | 75.5%-47.3pp | 82.1%-53.9pp | 68.1%-39.8pp |
| Annual return | 9.19% | 27.49%-18.3pp | 70.43%-61.2pp | 53.51%-44.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,125 | $6,496-51.9% | $7,906-60.5% | $4,126-24.3% |
| Admin fee / account holder | $13,177 | $8,415+56.6% | $13,708-3.9% | $7,339+79.6% |