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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 | $49,494 | $81,358-39.2% | $155,556-68.2% | $80,959-38.9% |
| Participation rate | 34.2% | 66.3%-32.1pp | 78.2%-44.0pp | 67.7%-33.5pp |
| Annual return | 10.30% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,335 | $3,455-32.4% | $5,631-58.5% | $4,300-45.7% |
| Admin fee / account holder | $13,422 | $7,994+67.9% | $15,885-15.5% | $6,925+93.8% |