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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 | $37,356 | $78,027-52.1% | $178,528-79.1% | $80,925-53.8% |
| Participation rate | 62.1% | 65.7%-3.6pp | 77.1%-15.0pp | 67.7%-5.6pp |
| Annual return | 9.05% | 18.09%-9.0pp | 27.11%-18.1pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,175 | $4,408-28.0% | $6,278-49.4% | $4,299-26.1% |
| Admin fee / account holder | $9,748 | $7,168+36.0% | $10,419-6.4% | $6,940+40.5% |