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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 | $57,578 | $71,208-19.1% | $93,681-38.5% | $80,911-28.8% |
| Participation rate | 54.5% | 60.4%-5.8pp | 68.7%-14.2pp | 67.6%-13.1pp |
| Annual return | 7.80% | 11.27%-3.5pp | 133.47%-125.7pp | 35.63%-27.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,932 | $4,035-2.5% | $4,415-10.9% | $4,297-8.5% |
| Admin fee / account holder | $325 | $6,951-95.3% | $8,290-96.1% | $6,935-95.3% |