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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 | $50,558 | $39,132+29.2% | $57,196-11.6% | $62,881-19.6% |
| Participation rate | 54.8% | 70.5%-15.6pp | 75.3%-20.5pp | 69.3%-14.5pp |
| Annual return | 0.44% | 9.24%-8.8pp | 14.59%-14.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,950 | $2,374+66.4% | $3,096+27.6% | $3,203+23.3% |
| Admin fee / account holder | $8,863 | $2,594+241.7% | $3,141+182.2% | $4,296+106.3% |