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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 | $78,802 | $95,404-17.4% | $113,397-30.5% | $82,637-4.6% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.3pp |
| Annual return | 11.06% | 19.08%-8.0pp | 23.20%-12.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,349 | $4,220-44.3% | $5,076-53.7% | $4,126-43.1% |
| Admin fee / account holder | $37,438 | $9,168+308.3% | $11,957+213.1% | $7,339+410.1% |