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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 | $46,966 | $49,025-4.2% | $87,502-46.3% | $62,881-25.3% |
| Participation rate | 20.0% | 64.9%-44.9pp | 73.8%-53.8pp | 69.3%-49.3pp |
| Annual return | 3.79% | 10.02%-6.2pp | 12.21%-8.4pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,096 | $2,289-52.1% | $3,149-65.2% | $3,203-65.8% |
| Admin fee / account holder | $2,308 | $4,065-43.2% | $4,221-45.3% | $4,296-46.3% |