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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 | $48,947 | $81,476-39.9% | $102,383-52.2% | $80,925-39.5% |
| Participation rate | 36.7% | 66.8%-30.1pp | 74.5%-37.8pp | 67.7%-30.9pp |
| Annual return | 6.76% | 25.59%-18.8pp | 24.94%-18.2pp | 35.65%-28.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,502 | $3,871+42.1% | $5,060+8.7% | $4,299+28.0% |
| Admin fee / account holder | $12,363 | $6,717+84.0% | $8,391+47.3% | $6,940+78.1% |