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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 | $42,886 | $86,938-50.7% | $102,423-58.1% | $80,925-47.0% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 8.90% | 18.89%-10.0pp | 29.42%-20.5pp | 35.65%-26.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,944 | $4,120-52.8% | $5,054-61.5% | $4,299-54.8% |
| Admin fee / account holder | $4,259 | $8,053-47.1% | $9,455-55.0% | $6,940-38.6% |