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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 | $51,634 | $86,938-40.6% | $102,423-49.6% | $80,925-36.2% |
| Participation rate | 57.6% | 72.4%-14.8pp | 76.5%-18.9pp | 67.7%-10.1pp |
| Annual return | 6.37% | 18.89%-12.5pp | 29.42%-23.1pp | 35.65%-29.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,257 | $4,120-21.0% | $5,054-35.6% | $4,299-24.2% |
| Admin fee / account holder | $4,768 | $8,053-40.8% | $9,455-49.6% | $6,940-31.3% |