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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 | $65,828 | $74,535-11.7% | $100,712-34.6% | $82,637-20.3% |
| Participation rate | 24.4% | 61.2%-36.7pp | 69.3%-44.8pp | 68.1%-43.6pp |
| Annual return | 9.33% | 18.92%-9.6pp | 33.27%-23.9pp | 53.51%-44.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,350 | $3,074-56.1% | $4,085-66.9% | $4,126-67.3% |
| Admin fee / account holder | $24,254 | $6,576+268.8% | $9,256+162.0% | $7,339+230.5% |