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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 | $48,791 | $60,349-19.2% | $74,184-34.2% | $62,881-22.4% |
| Participation rate | 64.9% | 72.7%-7.9pp | 76.6%-11.8pp | 69.3%-4.4pp |
| Annual return | 4.61% | 21.38%-16.8pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1 | $1,680-99.9% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,776 | $2,856-37.8% | $3,550-50.0% | $3,203-44.6% |
| Admin fee / account holder | $15,532 | $4,261+264.5% | $5,586+178.1% | $4,296+261.6% |