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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 | $49,955 | $72,269-30.9% | $101,271-50.7% | $79,852-37.4% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 10.08% | 22.29%-12.2pp | 46.48%-36.4pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,636 | $3,282-50.2% | $4,371-62.6% | $3,740-56.3% |
| Admin fee / account holder | $3,923 | $4,401-10.9% | $5,948-34.0% | $5,306-26.1% |