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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 | $66,338 | $95,453-30.5% | $112,040-40.8% | $82,448-19.5% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.4pp |
| Annual return | 11.26% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,038 | $4,224+19.3% | $5,098-1.2% | $4,139+21.7% |
| Admin fee / account holder | $4,071 | $9,013-54.8% | $12,098-66.3% | $7,234-43.7% |