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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 | $69,601 | $73,787-5.7% | $98,716-29.5% | $82,448-15.6% |
| Participation rate | 20.9% | 61.4%-40.5pp | 69.3%-48.4pp | 68.1%-47.1pp |
| Annual return | 9.68% | 18.57%-8.9pp | 31.81%-22.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,235 | $3,081-59.9% | $4,048-69.5% | $4,139-70.2% |
| Admin fee / account holder | $10,300 | $6,500+58.5% | $8,703+18.4% | $7,234+42.4% |