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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 | $44,951 | $65,041-30.9% | $90,965-50.6% | $79,858-43.7% |
| Participation rate | 65.8% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.8pp |
| Annual return | 9.54% | 30.45%-20.9pp | 134.57%-125.0pp | 31.72%-22.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,230 | $2,512-11.2% | $3,373-33.9% | $3,740-40.4% |
| Admin fee / account holder | $6,131 | $4,536+35.2% | $5,960+2.9% | $5,306+15.5% |