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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 | $68,880-3.6% | $120,580-44.9% | $80,959-18.0% |
| Participation rate | 44.0% | 61.7%-17.7pp | 72.0%-28.0pp | 67.7%-23.7pp |
| Annual return | 8.14% | 23.68%-15.5pp | 107.48%-99.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,221 | $3,191+95.0% | $4,995+24.5% | $4,300+44.7% |
| Admin fee / account holder | $40,993 | $5,785+608.6% | $9,418+335.2% | $6,925+491.9% |