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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 | $53,084 | $94,031-43.5% | $115,768-54.1% | $82,448-35.6% |
| Participation rate | 36.0% | 70.4%-34.4pp | 74.4%-38.4pp | 68.1%-32.1pp |
| Annual return | 11.69% | 20.61%-8.9pp | 100.46%-88.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,834 | $3,972-53.8% | $4,917-62.7% | $4,139-55.7% |
| Admin fee / account holder | $29,446 | $10,249+187.3% | $12,439+136.7% | $7,234+307.0% |