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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 | $54,230 | $86,949-37.6% | $102,460-47.1% | $80,959-33.0% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.7%-22.7pp |
| Annual return | 10.29% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,900 | $4,121-53.9% | $5,056-62.4% | $4,300-55.8% |
| Admin fee / account holder | $3,722 | $8,048-53.8% | $9,460-60.7% | $6,925-46.3% |