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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 | $100,194-45.8% | $122,979-55.8% | $86,983-37.5% |
| Participation rate | 67.1% | 73.0%-5.8pp | 77.2%-10.0pp | 69.5%-2.4pp |
| Annual return | 8.76% | 16.47%-7.7pp | 20.12%-11.4pp | 25.83%-17.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,185 | $4,133-23.0% | $5,003-36.3% | $4,194-24.1% |
| Admin fee / account holder | $3,490 | $10,148-65.6% | $12,864-72.9% | $7,856-55.6% |