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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 | $87,037-13.4% | $106,201-29.0% | $80,874-6.7% |
| Participation rate | 21.7% | 70.4%-48.7pp | 75.3%-53.6pp | 67.6%-45.9pp |
| Annual return | 1.16% | 17.05%-15.9pp | 116.26%-115.1pp | 35.62%-34.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,351 | $3,986-41.0% | $5,012-53.1% | $4,297-45.3% |
| Admin fee / account holder | $6,446 | $8,434-23.6% | $11,039-41.6% | $6,935-7.1% |