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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 | $51,833 | $88,672-41.5% | $105,223-50.7% | $82,448-37.1% |
| Participation rate | 53.6% | 67.9%-14.3pp | 75.0%-21.4pp | 68.1%-14.5pp |
| Annual return | 7.43% | 30.86%-23.4pp | 180.65%-173.2pp | 41.64%-34.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,045 | $4,036-49.3% | $5,072-59.7% | $4,139-50.6% |
| Admin fee / account holder | $11,215 | $7,146+56.9% | $8,859+26.6% | $7,234+55.0% |