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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 | $78,901 | $123,793-36.3% | $177,840-55.6% | $79,852-1.2% |
| Participation rate | 28.0% | 84.7%-56.7pp | 87.7%-59.7pp | 69.6%-41.6pp |
| Annual return | 9.79% | 22.82%-13.0pp | 48.32%-38.5pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,797 | $5,956-53.0% | $7,714-63.7% | $3,740-25.2% |
| Admin fee / account holder | $19,583 | $7,243+170.4% | $12,431+57.5% | $5,306+269.1% |