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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 | $45,412 | $71,197-36.2% | $93,669-51.5% | $80,925-43.9% |
| Participation rate | 64.8% | 60.4%+4.4pp | 68.7%-3.9pp | 67.7%-2.9pp |
| Annual return | 9.96% | 11.27%-1.3pp | 133.59%-123.6pp | 35.65%-25.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,470 | $4,036-38.8% | $4,416-44.1% | $4,299-42.5% |
| Admin fee / account holder | $10,858 | $6,959+56.0% | $8,291+31.0% | $6,940+56.5% |