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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 | $36,359 | $73,978-50.9% | $96,515-62.3% | $75,173-51.6% |
| Participation rate | 41.5% | 66.4%-25.0pp | 74.3%-32.9pp | 67.2%-25.7pp |
| Annual return | 11.29% | 26.72%-15.4pp | 35.73%-24.4pp | 160.72%-149.4pp |
| Employer contribution / active EE | $1 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,004 | $3,660-45.2% | $4,880-58.9% | $4,126-51.4% |
| Admin fee / account holder | $11,993 | $5,219+129.8% | $6,735+78.1% | $5,651+112.2% |