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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 | $46,600 | $89,370-47.9% | $141,197-67.0% | $72,976-36.1% |
| Participation rate | 66.2% | 75.1%-9.0pp | 82.5%-16.3pp | 69.5%-3.3pp |
| Annual return | 0.89% | 111.88%-111.0pp | 71.41%-70.5pp | 81.02%-80.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,961 | $5,419-45.4% | $6,710-55.9% | $3,608-17.9% |
| Admin fee / account holder | $11,434 | $5,957+92.0% | $10,265+11.4% | $5,124+123.1% |