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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 | $42,277 | $67,602-37.5% | $82,312-48.6% | $70,126-39.7% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | 12.06% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,341 | $2,987-21.6% | $3,706-36.8% | $3,332-29.7% |
| Admin fee / account holder | $6,186 | $4,512+37.1% | $5,608+10.3% | $4,645+33.2% |