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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 | $40,609 | $77,638-47.7% | $156,551-74.1% | $62,881-35.4% |
| Participation rate | 38.9% | 71.2%-32.3pp | 84.0%-45.1pp | 69.3%-30.4pp |
| Annual return | 4.33% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,890 | $3,046+27.7% | $4,871-20.1% | $3,203+21.5% |
| Admin fee / account holder | $4,253 | $5,561-23.5% | $13,028-67.4% | $4,296-1.0% |