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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 | $104,098-47.8% | $140,514-61.3% | $94,015-42.2% |
| Participation rate | 67.1% | 73.7%-6.6pp | 77.8%-10.7pp | 70.8%-3.7pp |
| Annual return | 8.76% | 15.14%-6.4pp | 14.36%-5.6pp | 17.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,185 | $4,033-21.0% | $4,919-35.3% | $4,249-25.1% |
| Admin fee / account holder | $3,490 | $10,439-66.6% | $13,697-74.5% | $8,951-61.0% |