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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 | $66,401 | $47,848+38.8% | $81,473-18.5% | $70,124-5.3% |
| Participation rate | 53.8% | 58.3%-4.4pp | 68.0%-14.1pp | 69.5%-15.7pp |
| Annual return | 12.84% | 27.25%-14.4pp | 38.78%-25.9pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,223 | $2,453-9.4% | $3,537-37.1% | $3,332-33.3% |
| Admin fee / account holder | $4,014 | $3,145+27.6% | $4,561-12.0% | $4,645-13.6% |