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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 | $60,474 | $91,559-34.0% | $133,971-54.9% | $79,852-24.3% |
| Participation rate | 39.2% | 73.3%-34.1pp | 79.8%-40.6pp | 69.6%-30.4pp |
| Annual return | 9.61% | 61.85%-52.2pp | 45.09%-35.5pp | 31.72%-22.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,915 | $3,734-48.7% | $5,047-62.1% | $3,740-48.8% |
| Admin fee / account holder | $14,225 | $6,321+125.0% | $8,929+59.3% | $5,306+168.1% |