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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 | $44,602 | $61,356-27.3% | $149,696-70.2% | $71,511-37.6% |
| Participation rate | 28.9% | 62.5%-33.6pp | 78.8%-49.9pp | 67.9%-39.0pp |
| Annual return | 9.94% | 35.86%-25.9pp | 134.46%-124.5pp | 28.86%-18.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,112 | $2,920-61.9% | $5,682-80.4% | $4,291-74.1% |
| Admin fee / account holder | $5,459 | $1,263+332.2% | $13,212-58.7% | $1,588+243.7% |