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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 | $42,316 | $81,358-48.0% | $155,556-72.8% | $80,959-47.7% |
| Participation rate | 46.8% | 66.3%-19.5pp | 78.2%-31.5pp | 67.7%-20.9pp |
| Annual return | 9.71% | 33.39%-23.7pp | 64.84%-55.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,379 | $3,455-60.1% | $5,631-75.5% | $4,300-67.9% |
| Admin fee / account holder | $482 | $7,994-94.0% | $15,885-97.0% | $6,925-93.0% |