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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 | $46,215 | $85,515-46.0% | $112,040-58.8% | $67,986-32.0% |
| Participation rate | 29.2% | 68.2%-39.0pp | 76.5%-47.3pp | 57.2%-28.0pp |
| Annual return | 12.68% | 29.68%-17.0pp | 24.52%-11.8pp | 31.67%-19.0pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,785 | $4,014-55.5% | $5,098-65.0% | $3,358-46.8% |
| Admin fee / account holder | $3,117 | $3,774-17.4% | $12,098-74.2% | $3,203-2.7% |