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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 | $50,362 | $67,411-25.3% | $91,004-44.7% | $70,124-28.2% |
| Participation rate | 69.2% | 71.4%-2.1pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 12.34% | -40.16%+52.5pp | 4.60%+7.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,592 | $2,823-8.2% | $3,548-26.9% | $3,332-22.2% |
| Admin fee / account holder | $1,848 | $4,236-56.4% | $5,417-65.9% | $4,645-60.2% |