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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 | $119,950 | $123,478-2.9% | $216,567-44.6% | $94,015+27.6% |
| Participation rate | 27.0% | 75.1%-48.1pp | 81.6%-54.7pp | 70.8%-43.8pp |
| Annual return | 9.53% | 23.61%-14.1pp | 12.94%-3.4pp | 17.84%-8.3pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,969 | $4,556-34.8% | $6,191-52.0% | $4,249-30.1% |
| Admin fee / account holder | $2,123 | $12,753-83.4% | $21,981-90.3% | $8,951-76.3% |