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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 | $37,486 | $84,236-55.5% | $170,435-78.0% | $70,126-46.5% |
| Participation rate | 54.8% | 70.8%-16.1pp | 83.6%-28.8pp | 69.5%-14.8pp |
| Annual return | 12.00% | 23.06%-11.1pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,290 | $3,086-25.8% | $4,939-53.6% | $3,332-31.3% |
| Admin fee / account holder | $1,572 | $5,698-72.4% | $13,881-88.7% | $4,645-66.2% |