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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 | $56,467 | $74,535-24.2% | $100,712-43.9% | $82,637-31.7% |
| Participation rate | 51.2% | 61.2%-10.0pp | 69.3%-18.1pp | 68.1%-16.8pp |
| Annual return | 12.38% | 18.92%-6.5pp | 33.27%-20.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,346 | $3,074-23.7% | $4,085-42.6% | $4,126-43.2% |
| Admin fee / account holder | $21,743 | $6,576+230.6% | $9,256+134.9% | $7,339+196.3% |