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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 | $50,384 | $57,140-11.8% | $85,240-40.9% | $80,959-37.8% |
| Participation rate | 68.9% | 56.4%+12.5pp | 67.5%+1.4pp | 67.7%+1.2pp |
| Annual return | 10.09% | 21.71%-11.6pp | 66.75%-56.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,710 | $3,115-45.1% | $4,527-62.2% | $4,300-60.2% |
| Admin fee / account holder | $5,390 | $4,992+8.0% | $6,165-12.6% | $6,925-22.2% |