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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 | $73,836 | $75,541-2.3% | $152,093-51.5% | $82,637-10.6% |
| Participation rate | 23.9% | 66.5%-42.7pp | 77.8%-53.9pp | 68.1%-44.2pp |
| Annual return | 12.40% | 32.56%-20.2pp | 66.36%-54.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,269 | $3,206-60.4% | $5,451-76.7% | $4,126-69.2% |
| Admin fee / account holder | $1,654 | $6,405-74.2% | $14,497-88.6% | $7,339-77.5% |