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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 | $47,106 | $81,262-42.0% | $155,602-69.7% | $80,911-41.8% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 7.95% | 33.34%-25.4pp | 64.81%-56.9pp | 35.63%-27.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,507 | $3,451-27.4% | $5,629-55.5% | $4,297-41.7% |
| Admin fee / account holder | $7,205 | $7,992-9.9% | $15,923-54.8% | $6,935+3.9% |