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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 | $68,791 | $78,423-12.3% | $95,964-28.3% | $79,856-13.9% |
| Participation rate | 46.9% | 73.5%-26.6pp | 77.1%-30.1pp | 69.6%-22.7pp |
| Annual return | 8.86% | 19.37%-10.5pp | 91.64%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,492 | $3,440+1.5% | $4,167-16.2% | $3,741-6.6% |
| Admin fee / account holder | $3,218 | $5,622-42.8% | $6,797-52.7% | $5,306-39.4% |