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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 | $66,404 | $68,852-3.6% | $120,524-44.9% | $80,925-17.9% |
| Participation rate | 44.0% | 61.6%-17.6pp | 71.9%-27.9pp | 67.7%-23.7pp |
| Annual return | 8.14% | 23.67%-15.5pp | 107.36%-99.2pp | 35.65%-27.5pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,221 | $3,187+95.2% | $4,994+24.6% | $4,299+44.7% |
| Admin fee / account holder | $40,993 | $5,781+609.1% | $9,440+334.3% | $6,940+490.7% |