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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 | $42,659 | $95,453-55.3% | $112,040-61.9% | $82,448-48.3% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.5%-7.4pp | 68.1%+1.0pp |
| Annual return | 11.29% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,681 | $4,224-36.5% | $5,098-47.4% | $4,139-35.2% |
| Admin fee / account holder | $6,441 | $9,013-28.5% | $12,098-46.8% | $7,234-11.0% |