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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 | $53,904 | $76,407-29.5% | $150,298-64.1% | $82,448-34.6% |
| Participation rate | 57.7% | 66.4%-8.7pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 8.87% | 39.99%-31.1pp | 62.79%-53.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,326 | $3,214-58.8% | $5,453-75.7% | $4,139-68.0% |
| Admin fee / account holder | $378 | $6,352-94.1% | $14,116-97.3% | $7,234-94.8% |