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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 | $46,198 | $76,551-39.7% | $123,894-62.7% | $62,881-26.5% |
| Participation rate | 62.9% | 73.0%-10.1pp | 81.4%-18.5pp | 69.3%-6.4pp |
| Annual return | 5.81% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,956 | $4,840+2.4% | $5,984-17.2% | $3,203+54.7% |
| Admin fee / account holder | $16,443 | $4,826+240.7% | $8,357+96.8% | $4,296+282.8% |