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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 | $63,497 | $56,894+11.6% | $84,753-25.1% | $62,881+1.0% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 2.24% | 6.30%-4.1pp | 22.78%-20.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,663 | $2,709-38.6% | $3,712-55.2% | $3,203-48.1% |
| Admin fee / account holder | $4,067 | $3,581+13.6% | $5,333-23.7% | $4,296-5.3% |