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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 | $57,554 | $95,406-39.7% | $185,849-69.0% | $85,847-33.0% |
| Participation rate | 43.7% | 68.8%-25.1pp | 81.7%-38.0pp | 69.3%-25.6pp |
| Annual return | 10.37% | 23.59%-13.2pp | 122.10%-111.7pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,224 | $3,424-35.0% | $5,569-60.1% | $3,952-43.7% |
| Admin fee / account holder | $7,979 | $7,214+10.6% | $16,244-50.9% | $6,261+27.4% |