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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 | $40,119 | $125,797-68.1% | $170,043-76.4% | $75,173-46.6% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.0%-37.0pp | 67.2%-17.2pp |
| Annual return | 10.41% | 27.20%-16.8pp | 53.40%-43.0pp | 160.72%-150.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,934 | $6,838-42.5% | $10,410-62.2% | $4,126-4.7% |
| Admin fee / account holder | $636 | $8,177-92.2% | $12,824-95.0% | $5,651-88.7% |