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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 | $60,192 | $86,050-30.1% | $189,758-68.3% | $94,015-36.0% |
| Participation rate | 48.1% | 68.9%-20.8pp | 79.8%-31.6pp | 70.8%-22.7pp |
| Annual return | 10.13% | 17.77%-7.6pp | 52.62%-42.5pp | 17.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,396 | $3,349-28.5% | $5,856-59.1% | $4,249-43.6% |
| Admin fee / account holder | $774 | $6,627-88.3% | $20,388-96.2% | $8,951-91.4% |