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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 | $37,913 | $106,864-64.5% | $147,318-74.3% | $82,637-54.1% |
| Participation rate | 61.3% | 75.5%-14.2pp | 82.1%-20.8pp | 68.1%-6.8pp |
| Annual return | 8.83% | 27.49%-18.7pp | 70.43%-61.6pp | 53.51%-44.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,732 | $6,496-27.2% | $7,906-40.1% | $4,126+14.7% |
| Admin fee / account holder | $22,378 | $8,415+165.9% | $13,708+63.3% | $7,339+204.9% |