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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 | $48,491 | $73,940-34.4% | $96,496-49.7% | $75,173-35.5% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 12.51% | 26.71%-14.2pp | 35.70%-23.2pp | 160.65%-148.1pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $3,738-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,546 | $3,659+24.3% | $4,879-6.8% | $4,126+10.2% |
| Admin fee / account holder | $805 | $5,216-84.6% | $6,731-88.0% | $5,651-85.8% |