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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 | $80,134 | $95,453-16.0% | $112,040-28.5% | $82,448-2.8% |
| Participation rate | 26.9% | 72.8%-45.8pp | 76.5%-49.6pp | 68.1%-41.1pp |
| Annual return | 9.14% | 23.92%-14.8pp | 24.52%-15.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,063 | $4,224-51.2% | $5,098-59.5% | $4,139-50.2% |
| Admin fee / account holder | $1,263 | $9,013-86.0% | $12,098-89.6% | $7,234-82.5% |