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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 | $41,985 | $97,550-57.0% | $120,344-65.1% | $87,485-52.0% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.7%-40.7pp | 68.9%-32.9pp |
| Annual return | 8.21% | 18.41%-10.2pp | 20.30%-12.1pp | 26.06%-17.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,170 | $4,230-25.1% | $5,135-38.3% | $4,274-25.8% |
| Admin fee / account holder | $35,610 | $9,543+273.2% | $12,742+179.5% | $7,775+358.0% |