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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 | $80,701 | $101,798-20.7% | $165,071-51.1% | $80,935-0.3% |
| Participation rate | 55.1% | 71.8%-16.7pp | 78.6%-23.5pp | 67.7%-12.6pp |
| Annual return | 10.42% | 16.73%-6.3pp | 70.17%-59.8pp | 35.66%-25.2pp |
| Employer contribution / active EE | $622 | $2,954-79.0% | $4,347-85.7% | $2,757-77.5% |
| Participant deferral / active EE | $4,032 | $4,476-9.9% | $6,035-33.2% | $4,299-6.2% |
| Admin fee / account holder | $6,242 | $8,221-24.1% | $12,695-50.8% | $6,924-9.9% |