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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 | $53,825 | $65,034-17.2% | $90,970-40.8% | $79,856-32.6% |
| Participation rate | 51.7% | 61.6%-9.9pp | 69.0%-17.3pp | 69.6%-17.9pp |
| Annual return | 7.55% | 30.45%-22.9pp | 134.60%-127.0pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,478 | $2,512-1.3% | $3,373-26.5% | $3,741-33.7% |
| Admin fee / account holder | $1,791 | $4,536-60.5% | $5,961-70.0% | $5,306-66.3% |