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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 | $62,669 | $104,098-39.8% | $140,514-55.4% | $94,015-33.3% |
| Participation rate | 44.0% | 73.7%-29.7pp | 77.8%-33.8pp | 70.8%-26.8pp |
| Annual return | 4.83% | 15.14%-10.3pp | 14.36%-9.5pp | 17.84%-13.0pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,649 | $4,033+15.3% | $4,919-5.5% | $4,249+9.4% |
| Admin fee / account holder | $9,781 | $10,439-6.3% | $13,697-28.6% | $8,951+9.3% |