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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 | $77,460-25.2% | $100,378-42.3% | $80,925-28.4% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.7%-1.0pp |
| Annual return | 10.60% | 37.24%-26.6pp | 49.41%-38.8pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,981 | $6,818-56.3% | $8,087-63.1% | $4,299-30.7% |
| Admin fee / account holder | $2,912 | $5,887-50.5% | $7,899-63.1% | $6,940-58.0% |