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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 | $51,276 | $86,949-41.0% | $102,460-50.0% | $80,959-36.7% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 8.12% | 18.89%-10.8pp | 29.47%-21.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,915 | $4,121-5.0% | $5,056-22.6% | $4,300-9.0% |
| Admin fee / account holder | $45,950 | $8,048+471.0% | $9,460+385.7% | $6,925+563.5% |