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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 | $76,939 | $100,194-23.2% | $122,979-37.4% | $86,983-11.5% |
| Participation rate | 50.5% | 73.0%-22.4pp | 77.2%-26.6pp | 69.5%-19.0pp |
| Annual return | 10.19% | 16.47%-6.3pp | 20.12%-9.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,377 | $4,133-42.5% | $5,003-52.5% | $4,194-43.3% |
| Admin fee / account holder | $21,605 | $10,148+112.9% | $12,864+67.9% | $7,856+175.0% |