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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 | $67,911 | $86,949-21.9% | $102,460-33.7% | $80,959-16.1% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-22.0pp | 67.7%-13.1pp |
| Annual return | 9.23% | 18.89%-9.7pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,828 | $4,121-31.4% | $5,056-44.1% | $4,300-34.2% |
| Admin fee / account holder | $15,533 | $8,048+93.0% | $9,460+64.2% | $6,925+124.3% |