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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 | $40,976 | $106,524-61.5% | $152,301-73.1% | $87,485-53.2% |
| Participation rate | 60.5% | 75.8%-15.2pp | 82.4%-21.9pp | 68.9%-8.4pp |
| Annual return | 10.56% | 26.89%-16.3pp | 80.50%-69.9pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,389 | $6,525-2.1% | $8,004-20.2% | $4,274+49.5% |
| Admin fee / account holder | $31,230 | $8,287+276.9% | $14,398+116.9% | $7,775+301.7% |