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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 | $46,786 | $106,864-56.2% | $147,318-68.2% | $82,637-43.4% |
| Participation rate | 48.4% | 75.5%-27.1pp | 82.1%-33.7pp | 68.1%-19.7pp |
| Annual return | 14.10% | 27.49%-13.4pp | 70.43%-56.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,387 | $6,496-47.8% | $7,906-57.2% | $4,126-17.9% |
| Admin fee / account holder | $2,243 | $8,415-73.4% | $13,708-83.6% | $7,339-69.4% |