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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 | $42,637 | $58,099-26.6% | $76,902-44.6% | $75,177-43.3% |
| Participation rate | 27.0% | 63.9%-36.9pp | 69.6%-42.6pp | 67.2%-40.2pp |
| Annual return | 9.29% | 26.71%-17.4pp | 37.91%-28.6pp | 160.75%-151.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,791 | $2,999-40.3% | $3,833-53.3% | $4,126-56.6% |
| Admin fee / account holder | $14,876 | $4,778+211.4% | $5,479+171.5% | $5,651+163.2% |