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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 | $49,802 | $65,367-23.8% | $92,915-46.4% | $72,976-31.8% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.0%-7.3pp | 69.5%-0.7pp |
| Annual return | 4.00% | 42.11%-38.1pp | 109.45%-105.4pp | 81.02%-77.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,091 | $3,128-33.2% | $4,238-50.7% | $3,608-42.0% |
| Admin fee / account holder | $1,502 | $4,251-64.7% | $5,796-74.1% | $5,124-70.7% |