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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 | $56,127 | $54,541+2.9% | $78,778-28.8% | $70,126-20.0% |
| Participation rate | 39.1% | 60.8%-21.7pp | 69.2%-30.1pp | 69.5%-30.5pp |
| Annual return | 11.72% | 21.07%-9.4pp | 35.62%-23.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,060 | $2,210-6.8% | $2,958-30.4% | $3,332-38.2% |
| Admin fee / account holder | $1,249 | $3,709-66.3% | $5,134-75.7% | $4,645-73.1% |