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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 | $43,510 | $101,798-57.3% | $165,071-73.6% | $80,935-46.2% |
| Participation rate | 23.5% | 71.8%-48.3pp | 78.6%-55.1pp | 67.7%-44.1pp |
| Annual return | 10.01% | 16.73%-6.7pp | 70.17%-60.2pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,053 | $4,476-31.8% | $6,035-49.4% | $4,299-29.0% |
| Admin fee / account holder | $4,291 | $8,221-47.8% | $12,695-66.2% | $6,924-38.0% |