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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 | $36,047 | $65,034-44.6% | $90,970-60.4% | $79,856-54.9% |
| Participation rate | 47.8% | 61.6%-13.8pp | 69.0%-21.2pp | 69.6%-21.8pp |
| Annual return | 9.50% | 30.45%-21.0pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,753 | $2,512-30.2% | $3,373-48.0% | $3,741-53.1% |
| Admin fee / account holder | $4,373 | $4,536-3.6% | $5,961-26.6% | $5,306-17.6% |