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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 | $94,436-43.8% | $115,599-54.1% | $82,637-35.8% |
| Participation rate | 36.0% | 70.4%-34.4pp | 74.3%-38.3pp | 68.1%-32.1pp |
| Annual return | 11.69% | 18.37%-6.7pp | 111.10%-99.4pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,834 | $3,955-53.6% | $4,889-62.5% | $4,126-55.5% |
| Admin fee / account holder | $29,446 | $10,328+185.1% | $12,841+129.3% | $7,339+301.2% |