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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 | $44,972 | $93,589-51.9% | $135,942-66.9% | $75,181-40.2% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 9.15% | 30.90%-21.8pp | 68.28%-59.1pp | 160.69%-151.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,518 | $6,405-60.7% | $7,759-67.5% | $4,126-39.0% |
| Admin fee / account holder | $3,040 | $6,977-56.4% | $10,764-71.8% | $5,650-46.2% |