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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 | $44,232 | $124,980-64.6% | $108,359-59.2% | $154,746-71.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 5.53% | 45.00%-39.5pp | 36.89%-31.4pp | 172.34%-166.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,901 | $4,743-59.9% | $4,137-54.1% | $6,730-71.8% |
| Admin fee / account holder | $32,291 | $11,502+180.7% | $9,741+231.5% | $14,365+124.8% |