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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 | $72,189 | $86,919-16.9% | $102,457-29.5% | $80,911-10.8% |
| Participation rate | 53.1% | 72.4%-19.3pp | 76.5%-23.4pp | 67.6%-14.5pp |
| Annual return | 9.66% | 18.90%-9.2pp | 29.41%-19.7pp | 35.63%-26.0pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,234 | $4,119-21.5% | $5,054-36.0% | $4,297-24.7% |
| Admin fee / account holder | $18,972 | $8,049+135.7% | $9,451+100.7% | $6,935+173.6% |