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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 | $46,361 | $54,541-15.0% | $78,778-41.1% | $70,126-33.9% |
| Participation rate | 28.8% | 60.8%-32.0pp | 69.2%-40.4pp | 69.5%-40.8pp |
| Annual return | 12.17% | 21.07%-8.9pp | 35.62%-23.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,906 | $2,210-13.8% | $2,958-35.6% | $3,332-42.8% |
| Admin fee / account holder | $1,106 | $3,709-70.2% | $5,134-78.5% | $4,645-76.2% |