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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 | $46,898 | $75,541-37.9% | $152,093-69.2% | $82,637-43.2% |
| Participation rate | 56.0% | 66.5%-10.5pp | 77.8%-21.8pp | 68.1%-12.1pp |
| Annual return | 9.26% | 32.56%-23.3pp | 66.36%-57.1pp | 53.51%-44.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,305 | $3,206-59.3% | $5,451-76.1% | $4,126-68.4% |
| Admin fee / account holder | $1,130 | $6,405-82.4% | $14,497-92.2% | $7,339-84.6% |