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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 | $49,810 | $54,763-9.0% | $90,324-44.9% | $72,976-31.7% |
| Participation rate | 45.2% | 65.2%-19.9pp | 73.3%-28.0pp | 69.5%-24.3pp |
| Annual return | 11.14% | 30.63%-19.5pp | 78.15%-67.0pp | 81.02%-69.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,886 | $2,887-34.7% | $3,885-51.5% | $3,608-47.7% |
| Admin fee / account holder | $3,895 | $3,973-2.0% | $5,356-27.3% | $5,124-24.0% |