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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 | $54,659 | $71,215-23.2% | $93,696-41.7% | $80,935-32.5% |
| Participation rate | 28.3% | 60.4%-32.1pp | 68.7%-40.4pp | 67.7%-39.3pp |
| Annual return | 8.95% | 11.27%-2.3pp | 133.74%-124.8pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,697 | $4,037-58.0% | $4,417-61.6% | $4,299-60.5% |
| Admin fee / account holder | $6,600 | $6,958-5.1% | $8,287-20.3% | $6,924-4.7% |