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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 | $40,698 | $89,370-54.5% | $141,197-71.2% | $72,976-44.2% |
| Participation rate | 54.3% | 75.1%-20.8pp | 82.5%-28.2pp | 69.5%-15.2pp |
| Annual return | 14.69% | 111.88%-97.2pp | 71.41%-56.7pp | 81.02%-66.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,934 | $5,419-8.9% | $6,710-26.5% | $3,608+36.8% |
| Admin fee / account holder | $1,546 | $5,957-74.0% | $10,265-84.9% | $5,124-69.8% |