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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 | $49,457 | $72,269-31.6% | $101,271-51.2% | $79,852-38.1% |
| Participation rate | 41.5% | 68.5%-27.0pp | 75.8%-34.3pp | 69.6%-28.1pp |
| Annual return | 9.22% | 22.29%-13.1pp | 46.48%-37.3pp | 31.72%-22.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,232 | $3,282+59.4% | $4,371+19.7% | $3,740+39.9% |
| Admin fee / account holder | $12,534 | $4,401+184.8% | $5,948+110.7% | $5,306+136.2% |