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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 | $46,470 | $72,027-35.5% | $185,861-75.0% | $79,856-41.8% |
| Participation rate | 53.8% | 65.8%-11.9pp | 78.0%-24.2pp | 69.6%-15.8pp |
| Annual return | 11.20% | 23.13%-11.9pp | 35.96%-24.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,063 | $3,780-45.4% | $5,634-63.4% | $3,741-44.9% |
| Admin fee / account holder | $499 | $4,513-88.9% | $9,503-94.7% | $5,306-90.6% |