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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 | $49,553 | $73,787-32.8% | $98,716-49.8% | $82,448-39.9% |
| Participation rate | 26.4% | 61.4%-35.0pp | 69.3%-42.9pp | 68.1%-41.6pp |
| Annual return | 11.32% | 18.57%-7.2pp | 31.81%-20.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,743 | $3,081-43.4% | $4,048-56.9% | $4,139-57.9% |
| Admin fee / account holder | $1,531 | $6,500-76.4% | $8,703-82.4% | $7,234-78.8% |