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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 | $74,535-6.6% | $100,712-30.9% | $82,637-15.8% |
| Participation rate | 20.9% | 61.2%-40.2pp | 69.3%-48.3pp | 68.1%-47.1pp |
| Annual return | 9.68% | 18.92%-9.2pp | 33.27%-23.6pp | 53.51%-43.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,235 | $3,074-59.8% | $4,085-69.8% | $4,126-70.1% |
| Admin fee / account holder | $10,300 | $6,576+56.6% | $9,256+11.3% | $7,339+40.3% |