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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 | $56,059 | $65,034-13.8% | $90,970-38.4% | $79,856-29.8% |
| Participation rate | 59.6% | 61.6%-2.0pp | 69.0%-9.4pp | 69.6%-10.0pp |
| Annual return | 4.83% | 30.45%-25.6pp | 134.60%-129.8pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,308 | $2,512-8.1% | $3,373-31.6% | $3,741-38.3% |
| Admin fee / account holder | $6,136 | $4,536+35.3% | $5,961+2.9% | $5,306+15.6% |