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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 | $52,240 | $76,551-31.8% | $123,894-57.8% | $62,881-16.9% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 5.35% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,408 | $4,840+11.7% | $5,984-9.6% | $3,203+68.8% |
| Admin fee / account holder | $18,474 | $4,826+282.8% | $8,357+121.1% | $4,296+330.1% |