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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 | $74,535-2.4% | $100,712-27.7% | $82,637-11.9% |
| Participation rate | 47.1% | 61.2%-14.1pp | 69.3%-22.2pp | 68.1%-21.0pp |
| Annual return | 12.07% | 18.92%-6.9pp | 33.27%-21.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,348 | $3,074-23.6% | $4,085-42.5% | $4,126-43.1% |
| Admin fee / account holder | $16,728 | $6,576+154.4% | $9,256+80.7% | $7,339+127.9% |