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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 | $65,258 | $76,371-14.6% | $93,621-30.3% | $72,976-10.6% |
| Participation rate | 67.2% | 71.8%-4.6pp | 75.8%-8.6pp | 69.5%-2.3pp |
| Annual return | 15.69% | 25.82%-10.1pp | 32.76%-17.1pp | 81.02%-65.3pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,791 | $3,538-49.4% | $4,070-56.0% | $3,608-50.4% |
| Admin fee / account holder | $6,756 | $6,839-1.2% | $7,890-14.4% | $5,124+31.8% |