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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 | $45,568 | $70,684-35.5% | $169,397-73.1% | $75,177-39.4% |
| Participation rate | 63.9% | 64.8%-0.9pp | 77.2%-13.3pp | 67.2%-3.3pp |
| Annual return | 12.57% | 36.38%-23.8pp | 406.23%-393.7pp | 160.75%-148.2pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,233 | $4,310-25.0% | $6,223-48.0% | $4,126-21.6% |
| Admin fee / account holder | $6,720 | $5,404+24.3% | $9,017-25.5% | $5,651+18.9% |