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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 | $39,439 | $81,331-51.5% | $155,534-74.6% | $80,935-51.3% |
| Participation rate | 53.2% | 66.3%-13.0pp | 78.2%-25.0pp | 67.7%-14.4pp |
| Annual return | 9.73% | 33.37%-23.6pp | 64.92%-55.2pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $966 | $3,454-72.0% | $5,630-82.8% | $4,299-77.5% |
| Admin fee / account holder | $4,186 | $7,999-47.7% | $15,900-73.7% | $6,924-39.6% |