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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 | $42,414 | $91,439-53.6% | $135,974-68.8% | $71,511-40.7% |
| Participation rate | 47.4% | 75.7%-28.3pp | 81.9%-34.5pp | 67.9%-20.6pp |
| Annual return | 16.15% | 29.90%-13.7pp | 68.30%-52.2pp | 28.86%-12.7pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,154 | $7,093-55.5% | $7,760-59.4% | $4,291-26.5% |
| Admin fee / account holder | $5,778 | $1,267+356.2% | $10,767-46.3% | $1,588+263.8% |