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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 | $66,086 | $81,504-18.9% | $102,437-35.5% | $80,959-18.4% |
| Participation rate | 62.0% | 66.9%-4.9pp | 74.5%-12.5pp | 67.7%-5.7pp |
| Annual return | 8.73% | 25.60%-16.9pp | 24.95%-16.2pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,308 | $3,871+11.3% | $5,060-14.9% | $4,300+0.2% |
| Admin fee / account holder | $6,406 | $6,719-4.7% | $8,388-23.6% | $6,925-7.5% |