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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 | $95,404-30.5% | $113,397-41.5% | $82,637-19.7% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.3pp |
| Annual return | 11.26% | 19.08%-7.8pp | 23.20%-11.9pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,038 | $4,220+19.4% | $5,076-0.8% | $4,126+22.1% |
| Admin fee / account holder | $4,071 | $9,168-55.6% | $11,957-65.9% | $7,339-44.5% |