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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 | $45,848 | $81,276-43.6% | $155,574-70.5% | $80,925-43.3% |
| Participation rate | 19.4% | 66.2%-46.9pp | 78.2%-58.9pp | 67.7%-48.3pp |
| Annual return | 8.58% | 33.36%-24.8pp | 64.87%-56.3pp | 35.65%-27.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,007 | $3,453-70.8% | $5,629-82.1% | $4,299-76.6% |
| Admin fee / account holder | $55,466 | $7,993+593.9% | $15,914+248.5% | $6,940+699.2% |