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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 | $48,103 | $53,128-9.5% | $86,582-44.4% | $70,126-31.4% |
| Participation rate | 35.6% | 65.3%-29.7pp | 73.5%-37.9pp | 69.5%-33.9pp |
| Annual return | 11.95% | 27.66%-15.7pp | 965.08%-953.1pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,995 | $2,695-26.0% | $3,609-44.7% | $3,332-40.1% |
| Admin fee / account holder | $2,026 | $3,584-43.5% | $4,904-58.7% | $4,645-56.4% |