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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 | $66,775 | $50,554+32.1% | $67,681-1.3% | $87,485-23.7% |
| Participation rate | 20.3% | 67.7%-47.5pp | 73.7%-53.5pp | 68.9%-48.7pp |
| Annual return | 8.94% | 17.81%-8.9pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,117 | $2,961-62.3% | $3,976-71.9% | $4,274-73.9% |
| Admin fee / account holder | $1,970 | $4,132-52.3% | $6,100-67.7% | $7,775-74.7% |