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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 | $49,452 | $86,949-43.1% | $102,460-51.7% | $80,959-38.9% |
| Participation rate | 40.7% | 72.4%-31.6pp | 76.5%-35.8pp | 67.7%-26.9pp |
| Annual return | 6.81% | 18.89%-12.1pp | 29.47%-22.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,212 | $4,121-46.3% | $5,056-56.2% | $4,300-48.6% |
| Admin fee / account holder | $1,183 | $8,048-85.3% | $9,460-87.5% | $6,925-82.9% |