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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 | $47,420 | $55,713-14.9% | $75,901-37.5% | $72,975-35.0% |
| Participation rate | 64.7% | 61.1%+3.6pp | 69.3%-4.6pp | 69.5%-4.8pp |
| Annual return | 8.49% | 27.60%-19.1pp | 30.76%-22.3pp | 81.01%-72.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,874 | $2,634+9.1% | $3,603-20.3% | $3,608-20.4% |
| Admin fee / account holder | $2,124 | $3,980-46.6% | $5,420-60.8% | $5,124-58.5% |