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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 | $77,962-22.4% | $178,540-66.1% | $80,935-25.3% |
| Participation rate | 56.8% | 65.7%-8.9pp | 77.1%-20.3pp | 67.7%-10.9pp |
| Annual return | 9.38% | 18.10%-8.7pp | 27.15%-17.8pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,589 | $4,404+4.2% | $6,281-26.9% | $4,299+6.7% |
| Admin fee / account holder | $47,573 | $7,156+564.8% | $10,424+356.4% | $6,924+587.0% |