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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 | $55,160 | $72,273-23.7% | $101,275-45.5% | $79,856-30.9% |
| Participation rate | 67.9% | 68.5%-0.5pp | 75.8%-7.9pp | 69.6%-1.7pp |
| Annual return | 10.37% | 22.30%-11.9pp | 46.48%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,856 | $3,282+17.5% | $4,371-11.8% | $3,741+3.1% |
| Admin fee / account holder | $6,851 | $4,401+55.7% | $5,948+15.2% | $5,306+29.1% |