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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 | $53,293 | $86,050-38.1% | $189,758-71.9% | $94,015-43.3% |
| Participation rate | 17.6% | 68.9%-51.3pp | 79.8%-62.1pp | 70.8%-53.2pp |
| Annual return | 10.81% | 17.77%-7.0pp | 52.62%-41.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,424 | $3,349-27.6% | $5,856-58.6% | $4,249-43.0% |
| Admin fee / account holder | $1,483 | $6,627-77.6% | $20,388-92.7% | $8,951-83.4% |