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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 | $33,524 | $86,949-61.4% | $102,460-67.3% | $80,959-58.6% |
| Participation rate | 51.8% | 72.4%-20.6pp | 76.5%-24.7pp | 67.7%-15.9pp |
| Annual return | 9.49% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,562 | $4,121-37.8% | $5,056-49.3% | $4,300-40.4% |
| Admin fee / account holder | $3,205 | $8,048-60.2% | $9,460-66.1% | $6,925-53.7% |