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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 | $74,197 | $103,393-28.2% | $87,103-14.8% | $152,909-51.5% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.9%-35.2pp | 82.5%-40.8pp |
| Annual return | 4.63% | 28.10%-23.5pp | 28.19%-23.6pp | 345.46%-340.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,244 | $4,778-53.0% | $4,049-44.6% | $5,851-61.6% |
| Admin fee / account holder | $16,802 | $12,195+37.8% | $7,491+124.3% | $11,601+44.8% |