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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 | $48,347 | $41,377+16.8% | $109,313-55.8% | $62,881-23.1% |
| Participation rate | 64.7% | 57.5%+7.2pp | 71.3%-6.6pp | 69.3%-4.6pp |
| Annual return | 0.83% | 11.05%-10.2pp | 22.07%-21.2pp | 20.14%-19.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,176 | $2,045+6.4% | $3,166-31.3% | $3,203-32.1% |
| Admin fee / account holder | $4,724 | $2,884+63.8% | $5,666-16.6% | $4,296+10.0% |