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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 | $56,600 | $54,541+3.8% | $78,778-28.2% | $70,126-19.3% |
| Participation rate | 37.9% | 60.8%-22.9pp | 69.2%-31.3pp | 69.5%-31.7pp |
| Annual return | 8.34% | 21.07%-12.7pp | 35.62%-27.3pp | 73.15%-64.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,228 | $2,210-44.4% | $2,958-58.5% | $3,332-63.1% |
| Admin fee / account holder | $3,032 | $3,709-18.2% | $5,134-40.9% | $4,645-34.7% |