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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 | $106,749-59.6% | $145,433-70.3% | $82,448-47.6% |
| Participation rate | 28.2% | 75.6%-47.4pp | 82.1%-53.9pp | 68.1%-39.9pp |
| Annual return | 9.19% | 27.59%-18.4pp | 66.58%-57.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,125 | $6,519-52.1% | $7,897-60.4% | $4,139-24.5% |
| Admin fee / account holder | $13,177 | $8,390+57.1% | $13,129+0.4% | $7,234+82.1% |