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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 | $43,448 | $58,627-25.9% | $76,735-43.4% | $82,448-47.3% |
| Participation rate | 13.5% | 63.2%-49.7pp | 69.5%-56.0pp | 68.1%-54.6pp |
| Annual return | 13.09% | 39.10%-26.0pp | 29.77%-16.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,729 | $3,134-44.8% | $4,088-57.7% | $4,139-58.2% |
| Admin fee / account holder | $2,586 | $5,323-51.4% | $7,189-64.0% | $7,234-64.3% |