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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 | $95,404-34.3% | $113,397-44.7% | $82,637-24.2% |
| Participation rate | 44.0% | 72.8%-28.8pp | 76.5%-32.5pp | 68.1%-24.1pp |
| Annual return | 4.83% | 19.08%-14.2pp | 23.20%-18.4pp | 53.51%-48.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,649 | $4,220+10.2% | $5,076-8.4% | $4,126+12.7% |
| Admin fee / account holder | $9,781 | $9,168+6.7% | $11,957-18.2% | $7,339+33.3% |