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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 | $45,304 | $73,787-38.6% | $98,716-54.1% | $82,448-45.1% |
| Participation rate | 48.7% | 61.4%-12.7pp | 69.3%-20.6pp | 68.1%-19.3pp |
| Annual return | 8.11% | 18.57%-10.5pp | 31.81%-23.7pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,544 | $3,081-17.4% | $4,048-37.2% | $4,139-38.5% |
| Admin fee / account holder | $11,969 | $6,500+84.1% | $8,703+37.5% | $7,234+65.4% |