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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 | $49,370 | $76,407-35.4% | $150,298-67.2% | $82,448-40.1% |
| Participation rate | 23.6% | 66.4%-42.8pp | 77.8%-54.1pp | 68.1%-44.4pp |
| Annual return | 7.12% | 39.99%-32.9pp | 62.79%-55.7pp | 41.64%-34.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $899 | $3,214-72.0% | $5,453-83.5% | $4,139-78.3% |
| Admin fee / account holder | $5,553 | $6,352-12.6% | $14,116-60.7% | $7,234-23.2% |