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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 | $54,315 | $96,731-43.8% | $123,973-56.2% | $86,983-37.6% |
| Participation rate | 55.9% | 70.0%-14.1pp | 76.7%-20.8pp | 69.5%-13.7pp |
| Annual return | 11.45% | 17.33%-5.9pp | 388.13%-376.7pp | 25.83%-14.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,728 | $4,152-34.3% | $5,247-48.0% | $4,194-35.0% |
| Admin fee / account holder | $8,865 | $8,722+1.6% | $11,799-24.9% | $7,856+12.8% |