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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 | $47,277 | $99,875-52.7% | $146,866-67.8% | $86,983-45.6% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.5%-40.8pp | 69.5%-27.9pp |
| Annual return | 10.00% | 28.10%-18.1pp | 102.85%-92.9pp | 25.83%-15.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,268 | $6,322-48.3% | $7,759-57.9% | $4,194-22.1% |
| Admin fee / account holder | $42,502 | $7,838+442.3% | $13,620+212.1% | $7,856+441.0% |