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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 | $45,363 | $89,367-49.2% | $141,191-67.9% | $72,975-37.8% |
| Participation rate | 54.1% | 75.1%-21.1pp | 82.5%-28.4pp | 69.5%-15.4pp |
| Annual return | 16.93% | 111.87%-94.9pp | 71.41%-54.5pp | 81.01%-64.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,246 | $5,419-40.1% | $6,710-51.6% | $3,608-10.0% |
| Admin fee / account holder | $9,121 | $5,957+53.1% | $10,264-11.1% | $5,124+78.0% |