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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 | $67,878 | $93,617-27.5% | $135,982-50.1% | $75,177-9.7% |
| Participation rate | 57.9% | 75.2%-17.3pp | 81.9%-24.0pp | 67.2%-9.3pp |
| Annual return | 14.17% | 30.89%-16.7pp | 68.32%-54.2pp | 160.75%-146.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,312 | $6,406-32.7% | $7,760-44.4% | $4,126+4.5% |
| Admin fee / account holder | $14,734 | $6,980+111.1% | $10,767+36.8% | $5,651+160.7% |