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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 | $46,594 | $106,864-56.4% | $147,318-68.4% | $82,637-43.6% |
| Participation rate | 42.4% | 75.5%-33.1pp | 82.1%-39.6pp | 68.1%-25.6pp |
| Annual return | 13.46% | 27.49%-14.0pp | 70.43%-57.0pp | 53.51%-40.0pp |
| Employer contribution / active EE | $545 | $3,417-84.1% | $4,593-88.1% | $2,552-78.7% |
| Participant deferral / active EE | $2,530 | $6,496-61.1% | $7,906-68.0% | $4,126-38.7% |
| Admin fee / account holder | $6,780 | $8,415-19.4% | $13,708-50.5% | $7,339-7.6% |