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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 | $52,567 | $86,919-39.5% | $102,457-48.7% | $80,911-35.0% |
| Participation rate | 19.3% | 72.4%-53.1pp | 76.5%-57.2pp | 67.6%-48.3pp |
| Annual return | 6.91% | 18.90%-12.0pp | 29.41%-22.5pp | 35.63%-28.7pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,716 | $4,119-34.1% | $5,054-46.3% | $4,297-36.8% |
| Admin fee / account holder | $4,562 | $8,049-43.3% | $9,451-51.7% | $6,935-34.2% |