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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 | $74,338 | $86,940-14.5% | $102,434-27.4% | $80,935-8.2% |
| Participation rate | 37.8% | 72.4%-34.6pp | 76.5%-38.7pp | 67.7%-29.9pp |
| Annual return | 8.27% | 18.89%-10.6pp | 29.46%-21.2pp | 35.66%-27.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,958 | $4,121-52.5% | $5,055-61.3% | $4,299-54.5% |
| Admin fee / account holder | $8,397 | $8,047+4.3% | $9,462-11.3% | $6,924+21.3% |