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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 | $52,029 | $80,855-35.7% | $153,416-66.1% | $86,983-40.2% |
| Participation rate | 41.9% | 64.1%-22.2pp | 74.3%-32.4pp | 69.5%-27.6pp |
| Annual return | 10.06% | 16.18%-6.1pp | 17.84%-7.8pp | 25.83%-15.8pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,447 | $3,333-56.6% | $4,723-69.4% | $4,194-65.5% |
| Admin fee / account holder | $1,942 | $6,908-71.9% | $13,095-85.2% | $7,856-75.3% |