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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 | $48,556 | $91,179-46.7% | $178,499-72.8% | $79,852-39.2% |
| Participation rate | 42.9% | 69.2%-26.4pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 9.97% | 24.19%-14.2pp | 151.10%-141.1pp | 31.72%-21.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,983 | $3,236-38.7% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $11,923 | $6,749+76.7% | $13,986-14.8% | $5,306+124.7% |