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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 | $46,027 | $80,992-43.2% | $96,534-52.3% | $75,173-38.8% |
| Participation rate | 27.7% | 71.8%-44.1pp | 76.0%-48.3pp | 67.2%-39.5pp |
| Annual return | 2.08% | 27.05%-25.0pp | 25.88%-23.8pp | 160.72%-158.6pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,099 | $3,929-46.6% | $4,851-56.7% | $4,126-49.1% |
| Admin fee / account holder | $2,023 | $6,717-69.9% | $8,253-75.5% | $5,651-64.2% |