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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 | $47,033 | $106,524-55.8% | $152,301-69.1% | $87,485-46.2% |
| Participation rate | 26.7% | 75.8%-49.1pp | 82.4%-55.8pp | 68.9%-42.3pp |
| Annual return | 12.20% | 26.89%-14.7pp | 80.50%-68.3pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,678 | $6,525-13.0% | $8,004-29.1% | $4,274+32.9% |
| Admin fee / account holder | $7,112 | $8,287-14.2% | $14,398-50.6% | $7,775-8.5% |