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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 | $50,908 | $60,349-15.6% | $74,184-31.4% | $62,881-19.0% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 2.82% | 21.38%-18.6pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,575 | $2,856-44.9% | $3,550-55.6% | $3,203-50.8% |
| Admin fee / account holder | $1,828 | $4,261-57.1% | $5,586-67.3% | $4,296-57.4% |