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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 | $54,388 | $57,119-4.8% | $85,187-36.2% | $80,935-32.8% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.7%-42.7pp |
| Annual return | 10.15% | 21.70%-11.6pp | 66.67%-56.5pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,311 | $3,115-57.9% | $4,525-71.0% | $4,299-69.5% |
| Admin fee / account holder | $1,350 | $4,990-72.9% | $6,162-78.1% | $6,924-80.5% |