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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 | $54,337 | $95,453-43.1% | $112,040-51.5% | $82,448-34.1% |
| Participation rate | 67.1% | 72.8%-5.6pp | 76.5%-9.3pp | 68.1%-0.9pp |
| Annual return | 8.76% | 23.92%-15.2pp | 24.52%-15.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,185 | $4,224-24.6% | $5,098-37.5% | $4,139-23.1% |
| Admin fee / account holder | $3,490 | $9,013-61.3% | $12,098-71.1% | $7,234-51.8% |