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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 | $36,875 | $48,078-23.3% | $78,676-53.1% | $62,881-41.4% |
| Participation rate | 43.8% | 65.2%-21.5pp | 73.6%-29.8pp | 69.3%-25.6pp |
| Annual return | 2.46% | 31.36%-28.9pp | 62.19%-59.7pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,293 | $2,587+104.6% | $3,517+50.5% | $3,203+65.2% |
| Admin fee / account holder | $2,443 | $3,206-23.8% | $4,510-45.8% | $4,296-43.1% |