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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 | $75,313 | $108,825-30.8% | $156,181-51.8% | $82,448-8.7% |
| Participation rate | 21.4% | 72.4%-50.9pp | 78.8%-57.4pp | 68.1%-46.6pp |
| Annual return | 11.57% | 20.59%-9.0pp | 64.87%-53.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,539 | $4,577-44.5% | $6,132-58.6% | $4,139-38.7% |
| Admin fee / account holder | $2,234 | $9,341-76.1% | $14,586-84.7% | $7,234-69.1% |