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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 | $60,491 | $77,164-21.6% | $178,014-66.0% | $80,874-25.2% |
| Participation rate | 56.8% | 65.7%-8.9pp | 77.1%-20.3pp | 67.6%-10.9pp |
| Annual return | 9.38% | 18.09%-8.7pp | 294.80%-285.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,589 | $4,408+4.1% | $6,276-26.9% | $4,297+6.8% |
| Admin fee / account holder | $47,573 | $7,164+564.1% | $10,362+359.1% | $6,935+586.0% |