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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 | $53,185 | $63,845-16.7% | $81,370-34.6% | $80,959-34.3% |
| Participation rate | 36.3% | 63.9%-27.6pp | 69.5%-33.3pp | 67.7%-31.4pp |
| Annual return | 7.77% | 16.37%-8.6pp | 24.85%-17.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,245 | $3,093-59.7% | $3,885-67.9% | $4,300-71.0% |
| Admin fee / account holder | $3,240 | $5,688-43.0% | $5,749-43.6% | $6,925-53.2% |