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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 | $54,387 | $91,559-40.6% | $133,978-59.4% | $79,856-31.9% |
| Participation rate | 52.6% | 73.3%-20.7pp | 79.8%-27.2pp | 69.6%-17.0pp |
| Annual return | 8.09% | 61.85%-53.8pp | 45.10%-37.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,034 | $3,734-45.5% | $5,047-59.7% | $3,741-45.6% |
| Admin fee / account holder | $3,573 | $6,321-43.5% | $8,930-60.0% | $5,306-32.7% |