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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 | $46,388 | $80,753-42.6% | $136,298-66.0% | $62,293-25.5% |
| Participation rate | 23.2% | 73.5%-50.3pp | 81.9%-58.7pp | 69.5%-46.3pp |
| Annual return | 7.07% | 35.83%-28.8pp | 5156.27%-5149.2pp | 28.90%-21.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,503 | $5,164-51.5% | $6,247-59.9% | $3,169-21.0% |
| Admin fee / account holder | $3,704 | $525+605.1% | $9,244-59.9% | $479+672.8% |