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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 | $65,494 | $91,559-28.5% | $133,978-51.1% | $79,856-18.0% |
| Participation rate | 59.1% | 73.3%-14.3pp | 79.8%-20.8pp | 69.6%-10.5pp |
| Annual return | 10.15% | 61.85%-51.7pp | 45.10%-34.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,951 | $3,734-47.7% | $5,047-61.3% | $3,741-47.8% |
| Admin fee / account holder | $8,251 | $6,321+30.5% | $8,930-7.6% | $5,306+55.5% |