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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 | $61,331 | $73,787-16.9% | $98,716-37.9% | $82,448-25.6% |
| Participation rate | 59.4% | 61.4%-2.0pp | 69.3%-9.9pp | 68.1%-8.7pp |
| Annual return | 11.65% | 18.57%-6.9pp | 31.81%-20.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | -$1 | $1,511-100.1% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,891 | $3,081-6.2% | $4,048-28.6% | $4,139-30.2% |
| Admin fee / account holder | $5,095 | $6,500-21.6% | $8,703-41.5% | $7,234-29.6% |