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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 | $63,104 | $63,0820% | $81,716-22.8% | $79,852-21.0% |
| Participation rate | 55.6% | 67.5%-12.0pp | 72.0%-16.4pp | 69.6%-14.1pp |
| Annual return | 2.15% | 22.66%-20.5pp | 29.49%-27.3pp | 31.72%-29.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,103 | $2,780+11.6% | $7,108-56.3% | $3,740-17.0% |
| Admin fee / account holder | $423 | $4,428-90.5% | $5,159-91.8% | $5,306-92.0% |