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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 | $46,523 | $110,278-57.8% | $95,740-51.4% | $139,466-66.6% |
| Participation rate | 53.3% | 75.7%-22.4pp | 72.3%-18.9pp | 80.3%-27.0pp |
| Annual return | 7.19% | 27.19%-20.0pp | 28.41%-21.2pp | 373.66%-366.5pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $794 | $4,674-83.0% | $4,244-81.3% | $6,712-88.2% |
| Admin fee / account holder | $711 | $6,613-89.3% | $5,676-87.5% | $11,409-93.8% |