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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 | $37,467 | $76,371-50.9% | $93,621-60.0% | $72,975-48.7% |
| Participation rate | 53.1% | 71.8%-18.6pp | 75.8%-22.7pp | 69.5%-16.4pp |
| Annual return | 16.28% | 25.82%-9.5pp | 32.76%-16.5pp | 81.01%-64.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,460 | $3,538-58.7% | $4,070-64.1% | $3,608-59.5% |
| Admin fee / account holder | $2,258 | $6,839-67.0% | $7,890-71.4% | $5,124-55.9% |