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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 | $49,819 | $54,541-8.7% | $78,778-36.8% | $70,126-29.0% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 6.35% | 21.07%-14.7pp | 35.62%-29.3pp | 73.15%-66.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,387 | $2,210-37.2% | $2,958-53.1% | $3,332-58.4% |
| Admin fee / account holder | $8,426 | $3,709+127.2% | $5,134+64.1% | $4,645+81.4% |