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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 | $67,056 | $71,215-5.8% | $93,696-28.4% | $80,935-17.1% |
| Participation rate | 26.2% | 60.4%-34.2pp | 68.7%-42.5pp | 67.7%-41.5pp |
| Annual return | 9.46% | 11.27%-1.8pp | 133.74%-124.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,255 | $4,037-68.9% | $4,417-71.6% | $4,299-70.8% |
| Admin fee / account holder | $10,389 | $6,958+49.3% | $8,287+25.4% | $6,924+50.0% |