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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 | $48,255 | $93,064-48.1% | $74,577-35.3% | $273,972-82.4% |
| Participation rate | 10.0% | 74.9%-64.9pp | 68.1%-58.1pp | 83.0%-73.0pp |
| Annual return | 1.65% | 26.18%-24.5pp | 20.47%-18.8pp | 41.46%-39.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $949 | $4,160-77.2% | $3,458-72.6% | $5,287-82.1% |
| Admin fee / account holder | $2,143 | $5,273-59.4% | $4,138-48.2% | $10,133-78.9% |