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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 | $42,983 | $54,541-21.2% | $78,778-45.4% | $70,126-38.7% |
| Participation rate | 41.7% | 60.8%-19.1pp | 69.2%-27.5pp | 69.5%-27.9pp |
| Annual return | 7.97% | 21.07%-13.1pp | 35.62%-27.6pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,692 | $2,210-23.4% | $2,958-42.8% | $3,332-49.2% |
| Admin fee / account holder | $5,129 | $3,709+38.3% | $5,134-0.1% | $4,645+10.4% |