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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 | $69,492 | $106,524-34.8% | $152,301-54.4% | $87,485-20.6% |
| Participation rate | 42.3% | 75.8%-33.4pp | 82.4%-40.1pp | 68.9%-26.6pp |
| Annual return | 13.78% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,808 | $6,525-57.0% | $8,004-64.9% | $4,274-34.3% |
| Admin fee / account holder | $1,550 | $8,287-81.3% | $14,398-89.2% | $7,775-80.1% |