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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 | $61,626 | $52,306+17.8% | $69,779-11.7% | $62,881-2.0% |
| Participation rate | 55.0% | 67.2%-12.2pp | 71.8%-16.8pp | 69.3%-14.3pp |
| Annual return | 4.38% | 13.35%-9.0pp | 12.99%-8.6pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,380 | $2,395-42.4% | $2,931-52.9% | $3,203-56.9% |
| Admin fee / account holder | $1,924 | $3,691-47.9% | $4,381-56.1% | $4,296-55.2% |