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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 | $47,567 | $123,793-61.6% | $177,827-73.3% | $79,858-40.4% |
| Participation rate | 67.6% | 84.7%-17.0pp | 87.7%-20.1pp | 69.6%-2.0pp |
| Annual return | 8.08% | 22.82%-14.7pp | 48.32%-40.2pp | 31.72%-23.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,000 | $5,956+17.5% | $7,713-9.3% | $3,740+87.1% |
| Admin fee / account holder | $978 | $7,243-86.5% | $12,429-92.1% | $5,306-81.6% |