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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 | $41,881 | $51,222-18.2% | $70,544-40.6% | $75,173-44.3% |
| Participation rate | 56.3% | 61.0%-4.7pp | 68.4%-12.1pp | 67.2%-11.0pp |
| Annual return | 13.12% | 30.06%-16.9pp | 32.79%-19.7pp | 160.72%-147.6pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,035 | $2,850-28.6% | $4,568-55.4% | $4,126-50.7% |
| Admin fee / account holder | $9,203 | $4,096+124.7% | $6,427+43.2% | $5,651+62.9% |