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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 | $56,657 | $77,638-27.0% | $156,551-63.8% | $62,881-9.9% |
| Participation rate | 43.8% | 71.2%-27.4pp | 84.0%-40.3pp | 69.3%-25.6pp |
| Annual return | 4.26% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,622 | $3,046-13.9% | $4,871-46.2% | $3,203-18.2% |
| Admin fee / account holder | $4,454 | $5,561-19.9% | $13,028-65.8% | $4,296+3.7% |