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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 | $46,355 | $100,784-54.0% | $191,597-75.8% | $82,637-43.9% |
| Participation rate | 38.5% | 70.5%-32.0pp | 76.9%-38.5pp | 68.1%-29.6pp |
| Annual return | 11.35% | 18.13%-6.8pp | 27.07%-15.7pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $5,025-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,395 | $4,937-31.2% | $6,850-50.4% | $4,126-17.7% |
| Admin fee / account holder | $3,309 | $10,062-67.1% | $22,799-85.5% | $7,339-54.9% |