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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 | $41,524 | $75,541-45.0% | $152,093-72.7% | $82,637-49.8% |
| Participation rate | 48.7% | 66.5%-17.9pp | 77.8%-29.1pp | 68.1%-19.4pp |
| Annual return | 12.80% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $856 | $3,206-73.3% | $5,451-84.3% | $4,126-79.3% |
| Admin fee / account holder | $5,772 | $6,405-9.9% | $14,497-60.2% | $7,339-21.4% |