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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 | $66,621 | $74,535-10.6% | $100,712-33.8% | $82,637-19.4% |
| Participation rate | 27.7% | 61.2%-33.5pp | 69.3%-41.6pp | 68.1%-40.4pp |
| Annual return | 11.73% | 18.92%-7.2pp | 33.27%-21.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,582 | $3,074-48.5% | $4,085-61.3% | $4,126-61.7% |
| Admin fee / account holder | $1,024 | $6,576-84.4% | $9,256-88.9% | $7,339-86.1% |