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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 | $74,122 | $86,922-14.7% | $102,438-27.6% | $80,874-8.3% |
| Participation rate | 30.8% | 72.4%-41.6pp | 76.5%-45.7pp | 67.6%-36.9pp |
| Annual return | 8.91% | 18.90%-10.0pp | 29.37%-20.5pp | 35.62%-26.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,766 | $4,119-8.6% | $5,054-25.5% | $4,297-12.4% |
| Admin fee / account holder | $11,674 | $8,050+45.0% | $9,448+23.6% | $6,935+68.3% |