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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 | $46,117 | $57,590-19.9% | $86,233-46.5% | $82,448-44.1% |
| Participation rate | 19.6% | 57.9%-38.2pp | 69.0%-49.4pp | 68.1%-48.4pp |
| Annual return | 13.45% | 22.41%-9.0pp | 61.39%-47.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,353 | $3,080-23.6% | $4,559-48.4% | $4,139-43.1% |
| Admin fee / account holder | $3,161 | $4,730-33.2% | $8,342-62.1% | $7,234-56.3% |