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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 | $42,196 | $117,846-64.2% | $102,434-58.8% | $145,884-71.1% |
| Participation rate | 52.4% | 78.6%-26.2pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 7.08% | 31.90%-24.8pp | 29.46%-22.4pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,524 | $5,733-56.0% | $5,055-50.1% | $6,690-62.3% |
| Admin fee / account holder | $1,186 | $13,356-91.1% | $9,462-87.5% | $13,392-91.1% |