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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 | $40,461 | $61,605-34.3% | $112,273-64.0% | $75,173-46.2% |
| Participation rate | 31.2% | 61.7%-30.5pp | 72.4%-41.3pp | 67.2%-36.0pp |
| Annual return | 11.03% | 28.47%-17.4pp | 30.23%-19.2pp | 160.72%-149.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,267 | $3,108-27.1% | $4,800-52.8% | $4,126-45.1% |
| Admin fee / account holder | $14,622 | $4,862+200.7% | $7,752+88.6% | $5,651+158.8% |