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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 | $75,887 | $108,825-30.3% | $156,181-51.4% | $82,448-8.0% |
| Participation rate | 55.6% | 72.4%-16.8pp | 78.8%-23.3pp | 68.1%-12.5pp |
| Annual return | 12.14% | 20.59%-8.5pp | 64.87%-52.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,371 | $4,577-48.2% | $6,132-61.3% | $4,139-42.7% |
| Admin fee / account holder | $8,911 | $9,341-4.6% | $14,586-38.9% | $7,234+23.2% |