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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 | $52,843 | $83,369-36.6% | $105,223-49.8% | $67,986-22.3% |
| Participation rate | 47.1% | 56.3%-9.2pp | 75.0%-28.0pp | 57.2%-10.1pp |
| Annual return | 13.00% | 24.64%-11.6pp | 180.65%-167.7pp | 31.67%-18.7pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,080 | $3,295-36.9% | $5,072-59.0% | $3,358-38.1% |
| Admin fee / account holder | $2,624 | $4,073-35.6% | $8,859-70.4% | $3,203-18.1% |