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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 | $75,417 | $87,132-13.4% | $105,624-28.6% | $80,959-6.8% |
| Participation rate | 21.7% | 70.4%-48.7pp | 75.3%-53.5pp | 67.7%-45.9pp |
| Annual return | 1.16% | 17.03%-15.9pp | 116.20%-115.0pp | 35.67%-34.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,351 | $3,985-41.0% | $5,013-53.1% | $4,300-45.3% |
| Admin fee / account holder | $6,446 | $8,449-23.7% | $10,961-41.2% | $6,925-6.9% |