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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 | $49,820 | $90,400-44.9% | $186,193-73.2% | $87,485-43.1% |
| Participation rate | 44.8% | 66.2%-21.4pp | 77.1%-32.3pp | 68.9%-24.2pp |
| Annual return | 12.24% | 22.15%-9.9pp | 78.03%-65.8pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,462 | $4,330-43.1% | $6,513-62.2% | $4,274-42.4% |
| Admin fee / account holder | $5,482 | $8,673-36.8% | $11,058-50.4% | $7,775-29.5% |