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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 | $49,018 | $67,602-27.5% | $82,312-40.4% | $70,126-30.1% |
| Participation rate | 53.5% | 72.8%-19.3pp | 76.9%-23.4pp | 69.5%-16.1pp |
| Annual return | 11.30% | 21.57%-10.3pp | 25.88%-14.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,866 | $2,987-37.5% | $3,706-49.6% | $3,332-44.0% |
| Admin fee / account holder | $3,139 | $4,512-30.4% | $5,608-44.0% | $4,645-32.4% |