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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 | $55,591 | $43,075+29.1% | $74,577-25.5% | $62,881-11.6% |
| Participation rate | 40.0% | 58.1%-18.1pp | 68.1%-28.1pp | 69.3%-29.3pp |
| Annual return | 3.62% | 17.50%-13.9pp | 20.47%-16.8pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,060 | $2,389-13.8% | $3,458-40.4% | $3,203-35.7% |
| Admin fee / account holder | $6,084 | $2,840+114.2% | $4,138+47.0% | $4,296+41.6% |