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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 | $93,469 | $97,550-4.2% | $120,344-22.3% | $87,485+6.8% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.7%-15.6pp | 68.9%-7.8pp |
| Annual return | 10.84% | 18.41%-7.6pp | 20.30%-9.5pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,071 | $4,230-51.0% | $5,135-59.7% | $4,274-51.5% |
| Admin fee / account holder | $8,663 | $9,543-9.2% | $12,742-32.0% | $7,775+11.4% |