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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 | $43,445 | $88,672-51.0% | $105,223-58.7% | $82,448-47.3% |
| Participation rate | 26.7% | 67.9%-41.3pp | 75.0%-48.4pp | 68.1%-41.4pp |
| Annual return | 12.20% | 30.86%-18.7pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,608 | $4,036-35.4% | $5,072-48.6% | $4,139-37.0% |
| Admin fee / account holder | $6,345 | $7,146-11.2% | $8,859-28.4% | $7,234-12.3% |