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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 | $63,689 | $67,602-5.8% | $82,312-22.6% | $70,126-9.2% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.9%-9.2pp | 69.5%-1.9pp |
| Annual return | 11.69% | 21.57%-9.9pp | 25.88%-14.2pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,450 | $2,987-51.5% | $3,706-60.9% | $3,332-56.5% |
| Admin fee / account holder | $2,008 | $4,512-55.5% | $5,608-64.2% | $4,645-56.8% |