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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 | $37,351 | $106,524-64.9% | $152,301-75.5% | $87,485-57.3% |
| Participation rate | 49.3% | 75.8%-26.4pp | 82.4%-33.1pp | 68.9%-19.6pp |
| Annual return | 12.39% | 26.89%-14.5pp | 80.50%-68.1pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,462 | $6,525-46.9% | $8,004-56.7% | $4,274-19.0% |
| Admin fee / account holder | $3,411 | $8,287-58.8% | $14,398-76.3% | $7,775-56.1% |