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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 | $42,293 | $56,894-25.7% | $84,753-50.1% | $62,881-32.7% |
| Participation rate | 55.2% | 68.5%-13.4pp | 76.6%-21.4pp | 69.3%-14.1pp |
| Annual return | 2.94% | 6.30%-3.4pp | 22.78%-19.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,621 | $2,709-3.3% | $3,712-29.4% | $3,203-18.2% |
| Admin fee / account holder | $2,585 | $3,581-27.8% | $5,333-51.5% | $4,296-39.8% |