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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 | $42,079 | $81,208-48.2% | $98,920-57.5% | $79,852-47.3% |
| Participation rate | 67.3% | 72.5%-5.2pp | 76.0%-8.8pp | 69.6%-2.4pp |
| Annual return | 9.61% | 60.99%-51.4pp | 196.47%-186.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,946 | $3,265-40.4% | $4,245-54.2% | $3,740-48.0% |
| Admin fee / account holder | $5,061 | $6,013-15.8% | $6,643-23.8% | $5,306-4.6% |