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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 | $46,885 | $51,222-8.5% | $70,544-33.5% | $75,173-37.6% |
| Participation rate | 38.3% | 61.0%-22.6pp | 68.4%-30.0pp | 67.2%-28.9pp |
| Annual return | 11.80% | 30.06%-18.3pp | 32.79%-21.0pp | 160.72%-148.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,893 | $2,850-33.6% | $4,568-58.6% | $4,126-54.1% |
| Admin fee / account holder | $12,435 | $4,096+203.6% | $6,427+93.5% | $5,651+120.1% |