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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 | $68,573-3.2% | $120,368-44.8% | $80,874-17.9% |
| Participation rate | 44.0% | 61.6%-17.6pp | 71.9%-27.9pp | 67.6%-23.6pp |
| Annual return | 8.14% | 23.61%-15.5pp | 107.26%-99.1pp | 35.62%-27.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,221 | $3,174+96.0% | $4,991+24.6% | $4,297+44.8% |
| Admin fee / account holder | $40,993 | $5,734+614.9% | $9,429+334.8% | $6,935+491.1% |