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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 | $49,012 | $69,977-30.0% | $108,582-54.9% | $62,881-22.1% |
| Participation rate | 58.7% | 72.9%-14.2pp | 79.6%-20.9pp | 69.3%-10.6pp |
| Annual return | 4.60% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,458 | $3,165+9.3% | $4,311-19.8% | $3,203+8.0% |
| Admin fee / account holder | $4,039 | $5,076-20.4% | $7,645-47.2% | $4,296-6.0% |