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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 | $42,330 | $104,098-59.3% | $140,514-69.9% | $94,015-55.0% |
| Participation rate | 59.2% | 73.7%-14.5pp | 77.8%-18.6pp | 70.8%-11.6pp |
| Annual return | 7.65% | 15.14%-7.5pp | 14.36%-6.7pp | 17.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,848 | $4,033-54.2% | $4,919-62.4% | $4,249-56.5% |
| Admin fee / account holder | $10,497 | $10,439+0.6% | $13,697-23.4% | $8,951+17.3% |