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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 | $48,514 | $50,972-4.8% | $88,632-45.3% | $72,976-33.5% |
| Participation rate | 57.4% | 63.4%-6.0pp | 68.8%-11.4pp | 69.5%-12.1pp |
| Annual return | 7.78% | 29.62%-21.8pp | 43.75%-36.0pp | 81.02%-73.2pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,101-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,953 | $2,230-12.4% | $2,917-33.0% | $3,608-45.9% |
| Admin fee / account holder | $1,792 | $3,230-44.5% | $4,308-58.4% | $5,124-65.0% |