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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 | $43,262 | $70,486-38.6% | $100,535-57.0% | $79,856-45.8% |
| Participation rate | 67.2% | 73.6%-6.5pp | 79.4%-12.3pp | 69.6%-2.5pp |
| Annual return | -7.80% | 21.90%-29.7pp | 30.90%-38.7pp | 31.71%-39.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,066 | $5,182-21.5% | $6,271-35.2% | $3,741+8.7% |
| Admin fee / account holder | $7,578 | $4,480+69.1% | $8,085-6.3% | $5,306+42.8% |