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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 | $66,103 | $107,421-38.5% | $182,262-63.7% | $94,015-29.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 84.2%-44.2pp | 70.8%-30.8pp |
| Annual return | 11.09% | 21.32%-10.2pp | 140.60%-129.5pp | 17.84%-6.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,973 | $6,558-24.2% | $8,276-39.9% | $4,249+17.0% |
| Admin fee / account holder | $22,816 | $8,692+162.5% | $16,712+36.5% | $8,951+154.9% |