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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 | $48,498 | $77,638-37.5% | $156,551-69.0% | $62,881-22.9% |
| Participation rate | 33.8% | 71.2%-37.4pp | 84.0%-50.2pp | 69.3%-35.5pp |
| Annual return | 4.38% | 50.33%-45.9pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,691 | $3,046-44.5% | $4,871-65.3% | $3,203-47.2% |
| Admin fee / account holder | $3,947 | $5,561-29.0% | $13,028-69.7% | $4,296-8.1% |