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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 | $37,650 | $56,110-32.9% | $94,993-60.4% | $70,126-46.3% |
| Participation rate | 46.7% | 65.0%-18.3pp | 73.9%-27.2pp | 69.5%-22.9pp |
| Annual return | 11.49% | 51.02%-39.5pp | 27.14%-15.7pp | 73.15%-61.7pp |
| Employer contribution / active EE | -$0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,099 | $2,391-12.2% | $3,317-36.7% | $3,332-37.0% |
| Admin fee / account holder | $3,507 | $3,456+1.5% | $4,960-29.3% | $4,645-24.5% |