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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 | $48,057 | $67,894-29.2% | $89,340-46.2% | $82,448-41.7% |
| Participation rate | 69.9% | 64.0%+5.8pp | 69.6%+0.3pp | 68.1%+1.8pp |
| Annual return | 12.09% | 19.21%-7.1pp | 20.57%-8.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,946 | $3,072+28.4% | $3,823+3.2% | $4,139-4.7% |
| Admin fee / account holder | $8,143 | $5,723+42.3% | $6,704+21.5% | $7,234+12.6% |