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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 | $48,337 | $65,041-25.7% | $90,965-46.9% | $79,858-39.5% |
| Participation rate | 45.9% | 61.6%-15.7pp | 69.0%-23.1pp | 69.6%-23.7pp |
| Annual return | 8.05% | 30.45%-22.4pp | 134.57%-126.5pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,247 | $2,512-50.3% | $3,373-63.0% | $3,740-66.7% |
| Admin fee / account holder | $5,629 | $4,536+24.1% | $5,960-5.6% | $5,306+6.1% |