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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 | $44,884 | $52,279-14.1% | $89,400-49.8% | $79,858-43.8% |
| Participation rate | 38.5% | 57.5%-19.1pp | 68.0%-29.5pp | 69.6%-31.2pp |
| Annual return | 8.62% | 22.16%-13.5pp | 245.64%-237.0pp | 31.72%-23.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,107 | $2,740-59.6% | $3,890-71.5% | $3,740-70.4% |
| Admin fee / account holder | $4,526 | $3,356+34.9% | $4,882-7.3% | $5,306-14.7% |