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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 | $57,968 | $77,523-25.2% | $100,383-42.3% | $80,874-28.3% |
| Participation rate | 66.7% | 77.0%-10.3pp | 81.5%-14.8pp | 67.6%-1.0pp |
| Annual return | 10.60% | 37.21%-26.6pp | 49.26%-38.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,981 | $6,822-56.3% | $8,086-63.1% | $4,297-30.6% |
| Admin fee / account holder | $2,912 | $5,899-50.6% | $7,900-63.1% | $6,935-58.0% |