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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 | $45,347 | $67,602-32.9% | $82,312-44.9% | $70,126-35.3% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 8.07% | 21.57%-13.5pp | 25.88%-17.8pp | 73.15%-65.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,653 | $2,987-44.7% | $3,706-55.4% | $3,332-50.4% |
| Admin fee / account holder | $963 | $4,512-78.7% | $5,608-82.8% | $4,645-79.3% |