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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 | $63,562 | $72,114-11.9% | $108,745-41.5% | $62,881+1.1% |
| Participation rate | 56.1% | 74.6%-18.5pp | 77.7%-21.6pp | 69.3%-13.2pp |
| Annual return | 2.48% | 13.41%-10.9pp | 46.22%-43.7pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,943 | $4,044-52.0% | $5,121-62.1% | $3,203-39.3% |
| Admin fee / account holder | $1,576 | $4,608-65.8% | $6,144-74.4% | $4,296-63.3% |