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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 | $38,957 | $106,864-63.5% | $147,318-73.6% | $82,637-52.9% |
| Participation rate | 47.8% | 75.5%-27.7pp | 82.1%-34.2pp | 68.1%-20.2pp |
| Annual return | 11.21% | 27.49%-16.3pp | 70.43%-59.2pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,410 | $6,496-47.5% | $7,906-56.9% | $4,126-17.3% |
| Admin fee / account holder | $11,864 | $8,415+41.0% | $13,708-13.4% | $7,339+61.7% |