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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 | $88,538 | $117,846-24.9% | $102,434-13.6% | $145,884-39.3% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 8.38% | 31.90%-23.5pp | 29.46%-21.1pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,247 | $5,733-60.8% | $5,055-55.5% | $6,690-66.4% |
| Admin fee / account holder | $11,503 | $13,356-13.9% | $9,462+21.6% | $13,392-14.1% |