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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 | $50,545 | $72,273-30.1% | $101,275-50.1% | $79,856-36.7% |
| Participation rate | 28.6% | 68.5%-39.9pp | 75.8%-47.2pp | 69.6%-41.1pp |
| Annual return | 4.53% | 22.30%-17.8pp | 46.48%-42.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,510 | $3,282-54.0% | $4,371-65.5% | $3,741-59.6% |
| Admin fee / account holder | $1,452 | $4,401-67.0% | $5,948-75.6% | $5,306-72.6% |