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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 | $61,314 | $63,082-2.8% | $81,716-25.0% | $79,852-23.2% |
| Participation rate | 53.6% | 67.5%-13.9pp | 72.0%-18.4pp | 69.6%-16.0pp |
| Annual return | 7.88% | 22.66%-14.8pp | 29.49%-21.6pp | 31.72%-23.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,096 | $2,780+11.4% | $7,108-56.4% | $3,740-17.2% |
| Admin fee / account holder | $1,695 | $4,428-61.7% | $5,159-67.2% | $5,306-68.1% |