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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 | $81,403-1.4% | $147,027-45.4% | $87,485-8.3% |
| Participation rate | 59.3% | 63.4%-4.2pp | 73.7%-14.5pp | 68.9%-9.7pp |
| Annual return | 8.92% | 16.51%-7.6pp | 20.23%-11.3pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,463 | $3,315-55.9% | $4,933-70.3% | $4,274-65.8% |
| Admin fee / account holder | $13,182 | $6,755+95.1% | $12,223+7.8% | $7,775+69.5% |