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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 | $50,049 | $78,197-36.0% | $98,090-49.0% | $82,637-39.4% |
| Participation rate | 40.7% | 77.5%-36.7pp | 81.5%-40.8pp | 68.1%-27.3pp |
| Annual return | 12.97% | 40.25%-27.3pp | 37.05%-24.1pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,047 | $6,636-8.9% | $7,845-22.9% | $4,126+46.6% |
| Admin fee / account holder | $39,093 | $14,832+163.6% | $11,815+230.9% | $7,339+432.7% |