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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 | $61,242 | $72,486-15.5% | $87,103-29.7% | $72,976-16.1% |
| Participation rate | 41.7% | 72.8%-31.1pp | 76.9%-35.2pp | 69.5%-27.8pp |
| Annual return | 12.17% | 24.46%-12.3pp | 28.19%-16.0pp | 81.02%-68.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,785 | $3,270-14.8% | $4,049-31.2% | $3,608-22.8% |
| Admin fee / account holder | $2,226 | $5,055-56.0% | $7,491-70.3% | $5,124-56.5% |