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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 | $57,041 | $53,128+7.4% | $86,582-34.1% | $70,126-18.7% |
| Participation rate | 46.7% | 65.3%-18.6pp | 73.5%-26.9pp | 69.5%-22.9pp |
| Annual return | 12.18% | 27.66%-15.5pp | 965.08%-952.9pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,481 | $2,695-45.1% | $3,609-59.0% | $3,332-55.6% |
| Admin fee / account holder | $418 | $3,584-88.3% | $4,904-91.5% | $4,645-91.0% |