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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 | $48,955 | $76,371-35.9% | $93,621-47.7% | $72,976-32.9% |
| Participation rate | 64.5% | 71.8%-7.2pp | 75.8%-11.3pp | 69.5%-5.0pp |
| Annual return | 16.34% | 25.82%-9.5pp | 32.76%-16.4pp | 81.02%-64.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,396 | $3,538-32.3% | $4,070-41.1% | $3,608-33.6% |
| Admin fee / account holder | $16,566 | $6,839+142.2% | $7,890+110.0% | $5,124+223.3% |