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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 | $64,540 | $73,787-12.5% | $98,716-34.6% | $82,448-21.7% |
| Participation rate | 26.2% | 61.4%-35.2pp | 69.3%-43.1pp | 68.1%-41.9pp |
| Annual return | 9.31% | 18.57%-9.3pp | 31.81%-22.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,648 | $3,081-46.5% | $4,048-59.3% | $4,139-60.2% |
| Admin fee / account holder | $46,048 | $6,500+608.4% | $8,703+429.1% | $7,234+536.5% |