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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 | $76,834-20.2% | $108,359-43.4% | $87,485-29.9% |
| Participation rate | 59.4% | 61.7%-2.4pp | 70.1%-10.7pp | 68.9%-9.6pp |
| Annual return | 11.65% | 19.09%-7.4pp | 36.89%-25.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | -$1 | $1,556-100.1% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,891 | $3,100-6.7% | $4,137-30.1% | $4,274-32.4% |
| Admin fee / account holder | $5,095 | $6,537-22.1% | $9,741-47.7% | $7,775-34.5% |