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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 | $62,796 | $73,787-14.9% | $98,716-36.4% | $82,448-23.8% |
| Participation rate | 63.3% | 61.4%+1.9pp | 69.3%-6.0pp | 68.1%-4.7pp |
| Annual return | 9.78% | 18.57%-8.8pp | 31.81%-22.0pp | 41.64%-31.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,779 | $3,081-42.3% | $4,048-56.0% | $4,139-57.0% |
| Admin fee / account holder | $27,248 | $6,500+319.2% | $8,703+213.1% | $7,234+276.6% |