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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 | $75,414 | $99,875-24.5% | $146,866-48.7% | $86,983-13.3% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.5%-20.8pp | 69.5%-7.8pp |
| Annual return | 6.87% | 28.10%-21.2pp | 102.85%-96.0pp | 25.83%-19.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,435 | $6,322-61.5% | $7,759-68.6% | $4,194-41.9% |
| Admin fee / account holder | $6,910 | $7,838-11.8% | $13,620-49.3% | $7,856-12.0% |