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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 | $80,245 | $87,180-8.0% | $173,703-53.8% | $94,015-14.6% |
| Participation rate | 59.3% | 65.6%-6.4pp | 75.9%-16.6pp | 70.8%-11.6pp |
| Annual return | 8.92% | 14.17%-5.2pp | 17.46%-8.5pp | 17.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,494-100.0% | $4,288-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,463 | $3,343-56.2% | $4,854-69.9% | $4,249-65.6% |
| Admin fee / account holder | $13,182 | $7,506+75.6% | $15,562-15.3% | $8,951+47.3% |