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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 | $79,928 | $81,358-1.8% | $155,556-48.6% | $80,959-1.3% |
| Participation rate | 10.0% | 66.3%-56.3pp | 78.2%-68.2pp | 67.7%-57.7pp |
| Annual return | 6.13% | 33.39%-27.3pp | 64.84%-58.7pp | 35.67%-29.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $974 | $3,455-71.8% | $5,631-82.7% | $4,300-77.4% |
| Admin fee / account holder | $11,241 | $7,994+40.6% | $15,885-29.2% | $6,925+62.3% |