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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 | $72,766 | $73,787-1.4% | $98,716-26.3% | $82,448-11.7% |
| Participation rate | 47.1% | 61.4%-14.3pp | 69.3%-22.2pp | 68.1%-21.0pp |
| Annual return | 12.07% | 18.57%-6.5pp | 31.81%-19.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,348 | $3,081-23.8% | $4,048-42.0% | $4,139-43.3% |
| Admin fee / account holder | $16,728 | $6,500+157.3% | $8,703+92.2% | $7,234+131.2% |