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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 | $55,143 | $56,894-3.1% | $84,753-34.9% | $62,881-12.3% |
| Participation rate | 65.8% | 68.5%-2.7pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | -7.64% | 6.30%-13.9pp | 22.78%-30.4pp | 20.14%-27.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,765 | $2,709+75.9% | $3,712+28.4% | $3,203+48.8% |
| Admin fee / account holder | $1,778 | $3,581-50.3% | $5,333-66.7% | $4,296-58.6% |