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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 | $42,814 | $68,880-37.8% | $120,580-64.5% | $80,959-47.1% |
| Participation rate | 26.3% | 61.7%-35.4pp | 72.0%-45.6pp | 67.7%-41.4pp |
| Annual return | 8.57% | 23.68%-15.1pp | 107.48%-98.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,271 | $3,191-60.2% | $4,995-74.6% | $4,300-70.4% |
| Admin fee / account holder | $9,855 | $5,785+70.4% | $9,418+4.6% | $6,925+42.3% |