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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 | $51,768 | $93,598-44.7% | $135,974-61.9% | $75,173-31.1% |
| Participation rate | 43.9% | 75.2%-31.3pp | 81.9%-38.0pp | 67.2%-23.3pp |
| Annual return | 14.15% | 30.89%-16.7pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,237 | $6,405-18.2% | $7,760-32.5% | $4,126+26.9% |
| Admin fee / account holder | $3,289 | $6,978-52.9% | $10,767-69.5% | $5,651-41.8% |