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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 | $43,134 | $71,230-39.4% | $93,727-54.0% | $80,959-46.7% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.8pp | 67.7%-15.7pp |
| Annual return | 9.11% | 11.26%-2.1pp | 133.83%-124.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,023 | $4,037-49.9% | $4,417-54.2% | $4,300-53.0% |
| Admin fee / account holder | $3,590 | $6,961-48.4% | $8,292-56.7% | $6,925-48.2% |