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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 | $33,414 | $45,343-26.3% | $150,298-77.8% | $67,986-50.9% |
| Participation rate | 46.5% | 51.9%-5.3pp | 77.8%-31.2pp | 57.2%-10.7pp |
| Annual return | 10.55% | 33.28%-22.7pp | 62.79%-52.2pp | 31.67%-21.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,047 | $2,055-49.0% | $5,453-80.8% | $3,358-68.8% |
| Admin fee / account holder | $4,798 | $2,250+113.2% | $14,116-66.0% | $3,203+49.8% |