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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 | $56,059 | $95,453-41.3% | $112,040-50.0% | $82,448-32.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 6.12% | 23.92%-17.8pp | 24.52%-18.4pp | 41.64%-35.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,132 | $4,224-25.8% | $5,098-38.6% | $4,139-24.3% |
| Admin fee / account holder | $5,734 | $9,013-36.4% | $12,098-52.6% | $7,234-20.7% |