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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 | $39,204 | $81,331-51.8% | $155,534-74.8% | $80,935-51.6% |
| Participation rate | 22.1% | 66.3%-44.2pp | 78.2%-56.2pp | 67.7%-45.6pp |
| Annual return | 4.14% | 33.37%-29.2pp | 64.92%-60.8pp | 35.66%-31.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,253 | $3,454-34.8% | $5,630-60.0% | $4,299-47.6% |
| Admin fee / account holder | $3,121 | $7,999-61.0% | $15,900-80.4% | $6,924-54.9% |