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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 | $77,574-15.1% | $108,753-39.5% | $86,983-24.3% |
| Participation rate | 24.4% | 62.3%-37.9pp | 71.1%-46.6pp | 69.5%-45.1pp |
| Annual return | 9.33% | 18.42%-9.1pp | 37.47%-28.1pp | 25.83%-16.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,350 | $3,128-56.8% | $4,115-67.2% | $4,194-67.8% |
| Admin fee / account holder | $24,254 | $6,529+271.5% | $10,320+135.0% | $7,856+208.7% |